|
1
|
NEPC LLC
Boston,
Massachusetts
|
$144M
|
–
|
–
|
–
|
|
|
2
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$72.4M
|
+$533K
|
+6,844
|
+0.8%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$63.2M
|
+$6.28M
|
+80,688
|
+11%
|
|
|
4
|
Axxcess Wealth Management
Carlsbad,
California
|
$56.4M
|
+$1.32M
|
+16,906
|
+2%
|
|
|
5
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$56M
|
+$1.38M
|
+17,772
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$34.5M
|
+$2.08M
|
+26,734
|
+7%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$22M
|
+$264K
|
+3,398
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$1.26M
|
-16,144
|
-8%
|
|
|
9
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$10.6M
|
-$967K
|
-12,427
|
-8%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$10.6M
|
-$967K
|
-12,427
|
-8%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$10.4M
|
-$34.6K
|
-444
|
-0.3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$103K
|
+1,322
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.63M
|
+$2.69M
|
+34,582
|
+47%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.02M
|
-$33.4K
|
-429
|
-0.4%
|
|
|
15
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$7.06M
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.83M
|
-$1.6M
|
-20,561
|
-19%
|
|
|
17
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$6.33M
|
+$1.29M
|
+16,535
|
+26%
|
|
|
18
|
GDS Wealth Management
Flower Mound,
Texas
|
$5.56M
|
-$2.63M
|
-33,849
|
-33%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.36M
|
-$1.64M
|
-21,085
|
-24%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$5.03M
|
+$66.8K
|
+858
|
+1%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.95M
|
-$158K
|
-2,024
|
-3%
|
|
|
22
|
|
$4.9M
|
+$65.4K
|
+840
|
+1%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.7M
|
+$1.08M
|
+13,849
|
+29%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$3.78M
|
+$82.4K
|
+1,058
|
+2%
|
|
|
25
|
|
$3.32M
|
-$357K
|
-4,580
|
-10%
|
|
