|
1
|
|
$1.81B
|
+$56.2M
|
+2,204,404
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.2B
|
-$19.4M
|
-762,532
|
-2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$480M
|
+$16.5M
|
+648,656
|
+4%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$324M
|
+$9.21M
|
+361,232
|
+3%
|
|
|
5
|
Liberty Wealth Management
Oakland,
California
|
$165M
|
-$186K
|
-7,292
|
-53%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$146M
|
–
|
–
|
–
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$118M
|
+$3.79M
|
+148,478
|
+3%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$110M
|
-$39.4M
|
-1,545,294
|
-26%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$99.3M
|
+$5.44M
|
+213,416
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.3M
|
-$6.84M
|
-268,146
|
-7%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$84.3M
|
+$73.3M
|
+2,873,270
|
+650%
|
|
|
12
|
Tradewinds Capital Management
Bellingham,
Washington
|
$53.5M
|
+$2.84M
|
+111,442
|
+6%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$51.1M
|
-$24.3M
|
-951,480
|
-32%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.3M
|
-$1.12M
|
-43,950
|
-2%
|
|
|
15
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41.1M
|
+$42K
|
+1,646
|
+0.1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$40.8M
|
+$28.7M
|
+1,126,312
|
+236%
|
|
|
17
|
Hamilton Capital
Columbus,
Ohio
|
$40.3M
|
+$1.4M
|
+54,796
|
+4%
|
|
|
18
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$39.6M
|
+$288K
|
+11,290
|
+0.7%
|
|
|
19
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$37.5M
|
+$20.1M
|
+789,530
|
+114%
|
|
|
20
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$36.8M
|
+$2.88M
|
+113,058
|
+8%
|
|
|
21
|
Krane Funds Advisors
New York
|
$35.3M
|
–
|
–
|
–
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$34.1M
|
+$2.45K
|
+96
|
+0%
|
|
|
23
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$31.6M
|
+$29.4K
|
+1,154
|
+0.1%
|
|
|
24
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$31.2M
|
+$459
|
+18
|
+0%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.1M
|
+$408K
|
+15,986
|
+1%
|
|
