|
1
|
NEPC LLC
Boston,
Massachusetts
|
$274M
|
+$84.3M
|
+1,077,991
|
+44%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$89.6M
|
+$5.26M
|
+67,242
|
+6%
|
|
|
3
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$70.9M
|
+$3.1M
|
+39,603
|
+5%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$62.7M
|
+$6.19M
|
+79,178
|
+11%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$60M
|
+$3.62M
|
+46,288
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.2M
|
+$62.4K
|
+798
|
+0.1%
|
|
|
7
|
North Dakota State Investment Board
Bismarck,
North Dakota
|
$28.2M
|
+$28.4M
|
+362,872
|
New
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$24.5M
|
+$1.29M
|
+16,520
|
+6%
|
|
|
9
|
Warwick Investment Management
Bryan,
Texas
|
$18.2M
|
+$11.2M
|
+143,662
|
+158%
|
|
|
10
|
|
$16.2M
|
+$480K
|
+6,145
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$1.06M
|
+13,606
|
+9%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.7M
|
+$11.7M
|
+150,163
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
-$209K
|
-2,668
|
-2%
|
|
|
14
|
Aznar Financial Advisors
Morris Plains,
New Jersey
|
$10.2M
|
+$10.3M
|
+131,901
|
New
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$8.97M
|
+$649K
|
+8,298
|
+8%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.71M
|
+$8.77M
|
+112,139
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.57M
|
+$403K
|
+5,151
|
+5%
|
|
|
18
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$5.94M
|
-$496K
|
-6,340
|
-8%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$5.59M
|
+$1.79M
|
+22,930
|
+47%
|
|
|
20
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$5.28M
|
–
|
–
|
–
|
|
|
21
|
Titleist Asset Management
San Antonio,
Texas
|
$5.13M
|
+$438K
|
+5,599
|
+9%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.64M
|
+$581K
|
+7,431
|
+14%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$3.82M
|
+$219K
|
+2,807
|
+6%
|
|
|
24
|
Marble Wealth
Montgomery,
Alabama
|
$3.79M
|
+$3.82M
|
+48,870
|
New
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.05M
|
+$330K
|
+4,227
|
+12%
|
|
