|
1
|
|
$1.74B
|
+$1.57B
|
+61,397,914
|
+940%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.17B
|
+$9.13M
|
+355,988
|
+0.8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$333M
|
-$17.3M
|
-673,910
|
-5%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$301M
|
+$23.8M
|
+929,214
|
+9%
|
|
|
5
|
NextCapital Advisers
Chicago,
Illinois
|
$169M
|
+$20.5M
|
+798,112
|
+14%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$162M
|
+$7.45M
|
+290,646
|
+5%
|
|
|
7
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$139M
|
+$750K
|
+29,238
|
+0.5%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$109M
|
+$9.99M
|
+389,594
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.7M
|
+$17.7M
|
+690,794
|
+22%
|
|
|
10
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$71.3M
|
+$30M
|
+1,171,834
|
+73%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59.9M
|
+$2.3M
|
+89,862
|
+4%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$53M
|
+$5.51M
|
+214,842
|
+12%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$50.5M
|
+$25.8M
|
+1,004,292
|
+104%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$49.6M
|
+$640K
|
+24,944
|
+1%
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$47.7M
|
+$4.31M
|
+168,140
|
+10%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.6M
|
-$4.81M
|
-187,680
|
-10%
|
|
|
17
|
Hamilton Capital
Columbus,
Ohio
|
$38.9M
|
+$1.24M
|
+48,188
|
+3%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$38.4M
|
+$4.1M
|
+160,080
|
+12%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$33.6M
|
+$33.7M
|
+1,312,506
|
New
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
$33.5M
|
-$2M
|
-78,100
|
-6%
|
|
|
21
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$32.9M
|
+$1.64M
|
+63,916
|
+5%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$32.3M
|
+$7M
|
+272,858
|
+28%
|
|
|
23
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.7M
|
-$28K
|
-1,092
|
-0.1%
|
|
|
24
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$30.1M
|
+$1.79M
|
+69,716
|
+6%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$28.8M
|
-$648K
|
-25,288
|
-2%
|
|
