|
1
|
NEPC LLC
Boston,
Massachusetts
|
$190M
|
–
|
–
|
–
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$77M
|
+$251K
|
+3,305
|
+0.3%
|
|
|
3
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$64.2M
|
-$8.03M
|
-105,746
|
-11%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$54.9M
|
+$447K
|
+5,882
|
+0.8%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$54.3M
|
-$252K
|
-3,318
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
+$1.71M
|
+22,560
|
+5%
|
|
|
7
|
|
$35.4M
|
+$29.6M
|
+390,203
|
+577%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$20.8M
|
+$7.96M
|
+104,760
|
+64%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
+$639K
|
+8,413
|
+6%
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$11.1M
|
-$652K
|
-8,583
|
-6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$2.77M
|
+36,415
|
+35%
|
|
|
12
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$8.39M
|
-$138K
|
-1,816
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.08M
|
+$420K
|
+5,534
|
+6%
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$7.61M
|
+$565K
|
+7,444
|
+8%
|
|
|
15
|
Wealthstar Advisors
Plano,
Texas
|
$6.6M
|
+$1.09M
|
+14,331
|
+20%
|
|
|
16
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$5.26M
|
-$2.02M
|
-26,550
|
-28%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.86M
|
-$25.2K
|
-332
|
-0.5%
|
|
|
18
|
Titleist Asset Management
San Antonio,
Texas
|
$4.5M
|
-$10K
|
-132
|
-0.2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.86M
|
-$155K
|
-2,047
|
-4%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$3.47M
|
+$114K
|
+1,496
|
+3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$3.11M
|
+$19.4K
|
+255
|
+0.6%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$2.92M
|
+$2.87M
|
+37,803
|
New
|
|
|
23
|
|
$2.9M
|
-$1.96M
|
-25,758
|
-41%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$2.74M
|
+$17.4K
|
+229
|
+0.7%
|
|
|
25
|
Valpey Financial Services
Concord,
New Hampshire
|
$2.67M
|
+$2.63M
|
+34,580
|
New
|
|
