|
1
|
NEPC LLC
Boston,
Massachusetts
|
$81.8M
|
+$5.1M
|
+69,270
|
+7%
|
|
|
2
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$52.1M
|
-$1.05M
|
-14,293
|
-2%
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$51.9M
|
-$830K
|
-11,269
|
-2%
|
|
|
4
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$51.7M
|
+$2.93M
|
+39,820
|
+6%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$46.1M
|
+$8.34M
|
+113,220
|
+23%
|
|
|
6
|
GDS Wealth Management
Flower Mound,
Texas
|
$28M
|
+$1.69M
|
+22,881
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$25.2M
|
-$30M
|
-407,920
|
-56%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$21.1M
|
+$822K
|
+11,166
|
+4%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.2M
|
+$242K
|
+3,289
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
-$2.75M
|
-37,281
|
-15%
|
|
|
11
|
Financial Advocates Investment Management
Olympia,
Washington
|
$13.1M
|
+$11.1M
|
+150,850
|
+851%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.92M
|
+$3.23M
|
+43,914
|
+62%
|
|
|
13
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$7.53M
|
+$816K
|
+11,077
|
+13%
|
|
|
14
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$7.3M
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.11M
|
-$713K
|
-9,685
|
-10%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.84M
|
-$12.8M
|
-174,315
|
-70%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$4.65M
|
+$31.7K
|
+430
|
+0.7%
|
|
|
18
|
|
$4.65M
|
+$31.7K
|
+430
|
+0.7%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.04M
|
-$31.1K
|
-422
|
-0.8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.48M
|
+$32K
|
+434
|
+1%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$3.2M
|
+$68.4K
|
+929
|
+2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$3.1M
|
+$262K
|
+3,551
|
+10%
|
|
|
23
|
|
$2.85M
|
-$267K
|
-3,631
|
-9%
|
|
|
24
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2.79M
|
+$2.65M
|
+36,045
|
New
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$2.34M
|
-$17.9K
|
-243
|
-0.8%
|
|
