|
1
|
NEPC LLC
Boston,
Massachusetts
|
$186M
|
+$49.6M
|
+642,813
|
+35%
|
|
|
2
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$69.4M
|
+$305K
|
+3,949
|
+0.4%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$68.9M
|
+$8.53M
|
+110,469
|
+14%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$54.6M
|
+$539K
|
+6,982
|
+1%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$54.4M
|
+$556K
|
+7,197
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$33.4M
|
+$485K
|
+6,285
|
+1%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$12.2M
|
-$9.01M
|
-116,688
|
-42%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$10.7M
|
+$852K
|
+11,028
|
+8%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$10.4M
|
+$10.6M
|
+137,701
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.79M
|
+$85.2K
|
+1,104
|
+0.9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.74M
|
-$5.29M
|
-68,527
|
-35%
|
|
|
12
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$8.68M
|
-$1.49M
|
-19,278
|
-14%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$8.68M
|
-$1.49M
|
-19,278
|
-14%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.27M
|
+$765K
|
+9,904
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.26M
|
-$1M
|
-12,995
|
-12%
|
|
|
16
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$6.47M
|
+$436K
|
+5,645
|
+7%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.09M
|
-$1.59M
|
-20,651
|
-20%
|
|
|
18
|
|
$4.75M
|
+$76.8K
|
+995
|
+2%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.72M
|
+$44.5K
|
+576
|
+0.9%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.63M
|
-$99K
|
-1,282
|
-2%
|
|
|
21
|
GDS Wealth Management
Flower Mound,
Texas
|
$3.64M
|
-$1.7M
|
-22,062
|
-31%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$3.36M
|
-$258K
|
-3,337
|
-7%
|
|
|
23
|
|
$3.32M
|
+$155K
|
+2,003
|
+5%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.12M
|
+$1.92M
|
+24,835
|
+152%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.08M
|
+$29K
|
+375
|
+0.9%
|
|
