|
1
|
|
$1.76B
|
+$23.8M
|
+929,928
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.22B
|
+$50.6M
|
+1,976,060
|
+4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$466M
|
+$125M
|
+4,897,080
|
+37%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$317M
|
+$15.9M
|
+621,610
|
+5%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$151M
|
-$10.9M
|
-425,298
|
-7%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$146M
|
+$6.38M
|
+248,984
|
+5%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$115M
|
+$6.31M
|
+246,458
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.7M
|
-$2.9M
|
-113,274
|
-3%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$94.5M
|
+$45M
|
+1,756,900
|
+91%
|
|
|
10
|
Davenport & Co
Richmond,
Virginia
|
$75.8M
|
+$48.4M
|
+1,888,366
|
+176%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$51M
|
+$3.31M
|
+129,346
|
+7%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.7M
|
-$2.27M
|
-88,468
|
-4%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$41.5M
|
-$9.01M
|
-351,558
|
-18%
|
|
|
14
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41.4M
|
-$29.9M
|
-1,168,428
|
-42%
|
|
|
15
|
Hamilton Capital
Columbus,
Ohio
|
$39.1M
|
+$237K
|
+9,248
|
+0.6%
|
|
|
16
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$39M
|
+$647K
|
+25,240
|
+2%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$37.2M
|
+$3.72M
|
+145,022
|
+11%
|
|
|
18
|
Krane Funds Advisors
New York
|
$35.6M
|
+$30M
|
+1,170,000
|
+532%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$34.3M
|
+$697K
|
+27,210
|
+2%
|
|
|
20
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$34.2M
|
+$1.34M
|
+52,390
|
+4%
|
|
|
21
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.8M
|
+$91.2K
|
+3,558
|
+0.3%
|
|
|
22
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$31.4M
|
+$1.39M
|
+54,312
|
+5%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$29M
|
-$12.7M
|
-497,156
|
-31%
|
|
|
24
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$28.1M
|
-$633K
|
-24,720
|
-2%
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$26.2M
|
+$26.3M
|
+1,025,170
|
New
|
|
