|
1
|
NEPC LLC
Boston,
Massachusetts
|
$380M
|
+$20M
|
+260,586
|
+6%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$112M
|
+$8.71M
|
+113,469
|
+8%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$75.2M
|
+$75.2M
|
+979,361
|
New
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$56.5M
|
+$1.52M
|
+19,850
|
+3%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$56.3M
|
+$56.2M
|
+732,637
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$43.5M
|
+$1.92M
|
+25,042
|
+5%
|
|
|
7
|
Warwick Investment Management
Bryan,
Texas
|
$39.8M
|
+$13.3M
|
+173,726
|
+51%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$32M
|
+$29.4M
|
+382,486
|
+1,129%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$25.9M
|
+$2.98M
|
+38,817
|
+13%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15M
|
-$2.52M
|
-32,804
|
-14%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$1.07M
|
+13,991
|
+8%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$13.2M
|
+$1.32M
|
+17,176
|
+11%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.5M
|
+$708K
|
+9,216
|
+6%
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$10.8M
|
+$10.8M
|
+140,829
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.7M
|
+$10.7M
|
+139,635
|
New
|
|
|
16
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.5M
|
+$10.4M
|
+136,096
|
New
|
|
|
17
|
Succession Financial
Mckinney,
Texas
|
$10.4M
|
+$10.4M
|
+135,694
|
New
|
|
|
18
|
|
$9.01M
|
–
|
–
|
–
|
|
|
19
|
North Dakota State Investment Board
Bismarck,
North Dakota
|
$7.53M
|
-$20.3M
|
-264,833
|
-73%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.16M
|
-$1.48M
|
-19,287
|
-17%
|
|
|
21
|
|
$6.39M
|
+$5.35M
|
+69,647
|
+513%
|
|
|
22
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$5.92M
|
-$81.5K
|
-1,061
|
-1%
|
|
|
23
|
Titleist Asset Management
San Antonio,
Texas
|
$5.56M
|
-$66.9K
|
-872
|
-1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.45M
|
+$711K
|
+9,259
|
+15%
|
|
|
25
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.4M
|
–
|
–
|
–
|
|
