|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.84B
|
+$496M
|
+20,134,842
|
+37%
|
|
|
2
|
|
$876M
|
-$37M
|
-1,501,908
|
-4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$469M
|
+$32.5M
|
+1,319,698
|
+7%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$312M
|
-$5.11M
|
-207,464
|
-2%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$141M
|
+$39.5M
|
+1,603,120
|
+39%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$100M
|
+$93.8M
|
+3,806,520
|
+1,427%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$98.9M
|
-$204K
|
-8,270
|
-0.2%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$97.5M
|
-$9.5M
|
-385,534
|
-9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.8M
|
+$9.52M
|
+386,154
|
+12%
|
|
|
10
|
Morningstar Investment Management
Chicago,
Illinois
|
$79.8M
|
+$54M
|
+2,188,608
|
+208%
|
|
|
11
|
Hamilton Capital
Columbus,
Ohio
|
$78.6M
|
+$41.6M
|
+1,687,510
|
+112%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$76.7M
|
-$5.86M
|
-237,712
|
-7%
|
|
|
13
|
Krane Funds Advisors
New York
|
$73.5M
|
–
|
–
|
–
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$54.3M
|
+$11.1M
|
+448,386
|
+25%
|
|
|
15
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$52.3M
|
+$7.69M
|
+311,912
|
+17%
|
|
|
16
|
Davenport & Co
Richmond,
Virginia
|
$52.1M
|
+$75.4K
|
+3,058
|
+0.1%
|
|
|
17
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$46.5M
|
+$38.5M
|
+1,559,958
|
+472%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.5M
|
+$2.03M
|
+82,442
|
+5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$44.1M
|
+$21.9M
|
+888,578
|
+98%
|
|
|
20
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$43.8M
|
+$26.3M
|
+1,066,680
|
+149%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.4M
|
+$6.3M
|
+255,666
|
+18%
|
|
|
22
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$39.9M
|
+$66.4K
|
+2,694
|
+0.2%
|
|
|
23
|
|
$36.4M
|
+$7.22M
|
+292,950
|
+25%
|
|
|
24
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$35.8M
|
-$2.58M
|
-104,834
|
-7%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$34.1M
|
-$3.02M
|
-122,628
|
-8%
|
|
