|
1
|
NEPC LLC
Boston,
Massachusetts
|
$135M
|
+$53.8M
|
+703,638
|
+67%
|
|
|
2
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$68M
|
+$16.8M
|
+219,606
|
+33%
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$52.8M
|
+$1.45M
|
+18,972
|
+3%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$52.3M
|
+$1.55M
|
+20,253
|
+3%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$49.1M
|
+$3.62M
|
+47,406
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$2.96M
|
+38,781
|
+12%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$21.9M
|
+$1.09M
|
+14,238
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
+$1.5M
|
+19,566
|
+9%
|
|
|
9
|
GDS Wealth Management
Flower Mound,
Texas
|
$16.7M
|
-$10.9M
|
-142,795
|
-40%
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$15.4M
|
+$2.45M
|
+32,037
|
+19%
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$11.2M
|
+$11.1M
|
+145,685
|
New
|
|
|
12
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$9.75M
|
+$2.3M
|
+30,050
|
+31%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.56M
|
+$742K
|
+9,708
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.79M
|
+$763K
|
+9,988
|
+11%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.35M
|
-$8.66M
|
-113,330
|
-54%
|
|
|
16
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$7.19M
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.73M
|
+$2.73M
|
+35,729
|
+69%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.07M
|
-$700K
|
-9,164
|
-12%
|
|
|
19
|
|
$4.84M
|
+$3.35M
|
+43,774
|
+226%
|
|
|
20
|
|
$4.67M
|
+$73.8K
|
+965
|
+2%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$4.67M
|
+$73.8K
|
+965
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.85M
|
+$401K
|
+5,245
|
+12%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$3.37M
|
+$211K
|
+2,767
|
+7%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$3.07M
|
+$2.83K
|
+37
|
+0.1%
|
|
|
25
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3.01M
|
+$249K
|
+3,255
|
+9%
|
|
