|
1
|
NEPC LLC
Boston,
Massachusetts
|
$192M
|
–
|
–
|
–
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$84.8M
|
+$6.25M
|
+80,721
|
+8%
|
|
|
3
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$68.5M
|
+$3.34M
|
+43,163
|
+5%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$56.9M
|
+$1.1M
|
+14,190
|
+2%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$56.9M
|
+$1.9M
|
+24,514
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.6M
|
+$3.38M
|
+43,594
|
+9%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$23.4M
|
+$2.24M
|
+28,951
|
+11%
|
|
|
8
|
|
$15.9M
|
-$19.7M
|
-254,817
|
-56%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$575K
|
+7,420
|
+5%
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$11.5M
|
+$259K
|
+3,338
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$474K
|
-6,118
|
-4%
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$8.41M
|
+$683K
|
+8,818
|
+9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.25M
|
+$56.8K
|
+733
|
+0.7%
|
|
|
14
|
Warwick Investment Management
Bryan,
Texas
|
$7.11M
|
+$6.65M
|
+85,836
|
+1,770%
|
|
|
15
|
Wealthstar Advisors
Plano,
Texas
|
$6.96M
|
+$260K
|
+3,356
|
+4%
|
|
|
16
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$6.49M
|
-$2.05M
|
-26,452
|
-24%
|
|
|
17
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$5.33M
|
–
|
–
|
–
|
|
|
18
|
Titleist Asset Management
San Antonio,
Texas
|
$4.74M
|
+$178K
|
+2,293
|
+4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.1M
|
+$192K
|
+2,476
|
+5%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$3.84M
|
+$682K
|
+8,807
|
+22%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$3.64M
|
+$117K
|
+1,505
|
+3%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$3M
|
+$38.2K
|
+493
|
+1%
|
|
|
23
|
|
$2.98M
|
+$37.9K
|
+489
|
+1%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$2.83M
|
+$54K
|
+697
|
+2%
|
|
|
25
|
Valpey Financial Services
Concord,
New Hampshire
|
$2.83M
|
+$116K
|
+1,491
|
+4%
|
|
