|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.35B
|
+$191M
|
+7,618,968
|
+16%
|
|
|
2
|
|
$919M
|
-$852M
|
-33,942,428
|
-48%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$451M
|
-$14.8M
|
-587,670
|
-3%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$319M
|
+$3.73M
|
+148,498
|
+1%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$108M
|
-$7.46M
|
-297,242
|
-6%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$103M
|
-$4.81M
|
-191,440
|
-4%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$99.8M
|
+$3.12M
|
+124,420
|
+3%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$83.2M
|
+$1.07M
|
+42,446
|
+1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.9M
|
-$4.17M
|
-165,938
|
-5%
|
|
|
10
|
Krane Funds Advisors
New York
|
$74.1M
|
+$40.2M
|
+1,600,000
|
+115%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$67.1M
|
+$15.2M
|
+605,866
|
+29%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$59.4M
|
+$35.2M
|
+1,401,254
|
+141%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$52.4M
|
+$2.7M
|
+107,556
|
+5%
|
|
|
14
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$45M
|
+$14.4M
|
+574,106
|
+46%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$43.6M
|
+$3.97M
|
+157,952
|
+10%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.8M
|
-$5.32M
|
-211,770
|
-11%
|
|
|
17
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$40.1M
|
+$26.1K
|
+1,040
|
+0.1%
|
|
|
18
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$38.6M
|
+$2.81M
|
+111,810
|
+8%
|
|
|
19
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$37.4M
|
-$672K
|
-26,756
|
-2%
|
|
|
20
|
Hamilton Capital
Columbus,
Ohio
|
$37.3M
|
-$1.94M
|
-77,256
|
-5%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$33.4M
|
+$228K
|
+9,078
|
+0.7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$32M
|
+$6.03M
|
+240,302
|
+21%
|
|
|
23
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$31.1M
|
+$637K
|
+25,348
|
+2%
|
|
|
24
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$29.7M
|
+$22.3M
|
+888,440
|
+285%
|
|
|
25
|
|
$29.4M
|
+$18.1M
|
+719,192
|
+154%
|
|
