|
1
|
NEPC LLC
Boston,
Massachusetts
|
$71.4M
|
+$73.2M
|
+986,165
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
+$422K
|
+5,688
|
+0.8%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$49.6M
|
+$2.02M
|
+27,254
|
+4%
|
|
|
4
|
Axxcess Wealth Management
Carlsbad,
California
|
$49.4M
|
+$50.6M
|
+681,268
|
New
|
|
|
5
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$45.5M
|
+$3.64M
|
+49,059
|
+8%
|
|
|
6
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$35.1M
|
+$5.08M
|
+68,377
|
+16%
|
|
|
7
|
GDS Wealth Management
Flower Mound,
Texas
|
$24.5M
|
+$2.52M
|
+33,934
|
+11%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$18.9M
|
-$3.01M
|
-40,500
|
-13%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$18.1M
|
-$278M
|
-3,748,386
|
-94%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
-$18.9M
|
-254,074
|
-51%
|
|
|
11
|
|
$15M
|
+$6.5M
|
+87,471
|
+73%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.9M
|
+$15.3M
|
+206,016
|
New
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$14.2M
|
+$14.6M
|
+195,911
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.35M
|
-$2.55M
|
-34,327
|
-25%
|
|
|
15
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.7M
|
–
|
–
|
–
|
|
|
16
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6.24M
|
+$1.25M
|
+16,887
|
+24%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.16M
|
+$1.1M
|
+14,747
|
+26%
|
|
|
18
|
|
$4.32M
|
+$38.5K
|
+518
|
+0.9%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$4.32M
|
+$38.5K
|
+518
|
+0.9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.81M
|
+$406K
|
+5,464
|
+12%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.23M
|
-$252K
|
-3,390
|
-7%
|
|
|
22
|
|
$2.92M
|
+$309K
|
+4,165
|
+12%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$2.92M
|
-$120K
|
-1,613
|
-4%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$2.64M
|
+$243K
|
+3,267
|
+10%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$2.2M
|
-$4.93M
|
-66,343
|
-69%
|
|
