|
1
|
NEPC LLC
Boston,
Massachusetts
|
$137M
|
+$4.05M
|
+53,639
|
+3%
|
|
|
2
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$68.6M
|
+$1.42M
|
+18,806
|
+2%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$56M
|
+$6.14M
|
+81,387
|
+13%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$53.1M
|
+$433K
|
+5,748
|
+0.8%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$52.6M
|
+$439K
|
+5,817
|
+0.8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$30.9M
|
+$3.31M
|
+43,870
|
+12%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$20.8M
|
-$890K
|
-11,799
|
-4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
-$987K
|
-13,090
|
-6%
|
|
|
9
|
TownSquare Capital
Provo,
Utah
|
$11.1M
|
+$54.9K
|
+728
|
+0.5%
|
|
|
10
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$11.1M
|
+$11M
|
+146,413
|
New
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$9.92M
|
+$293K
|
+3,880
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.61M
|
+$159K
|
+2,107
|
+2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.07M
|
+$370K
|
+4,910
|
+5%
|
|
|
14
|
GDS Wealth Management
Flower Mound,
Texas
|
$7.87M
|
-$8.61M
|
-114,204
|
-52%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.68M
|
+$418K
|
+5,542
|
+6%
|
|
|
16
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.96M
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.71M
|
+$58.4K
|
+775
|
+0.9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.62M
|
+$1.82M
|
+24,089
|
+48%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.88M
|
-$128K
|
-1,701
|
-3%
|
|
|
20
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4.79M
|
+$1.81M
|
+24,035
|
+61%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$4.74M
|
+$122K
|
+1,622
|
+3%
|
|
|
22
|
|
$4.61M
|
–
|
–
|
–
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.54M
|
+$3.58M
|
+47,494
|
New
|
|
|
24
|
Atria Wealth Solutions
New York
|
$3.53M
|
+$196K
|
+2,593
|
+6%
|
|
|
25
|
|
$3.52M
|
+$732K
|
+9,702
|
+26%
|
|
