|
1
|
NEPC LLC
Boston,
Massachusetts
|
$360M
|
+$89.2M
|
+1,149,337
|
+33%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$104M
|
+$16M
|
+205,526
|
+18%
|
|
|
3
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$72M
|
+$1.89M
|
+24,401
|
+3%
|
|
|
4
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$55.4M
|
-$6.96M
|
-89,636
|
-11%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$41.5M
|
-$235K
|
-3,028
|
-0.6%
|
|
|
6
|
North Dakota State Investment Board
Bismarck,
North Dakota
|
$27.9M
|
–
|
–
|
–
|
|
|
7
|
Warwick Investment Management
Bryan,
Texas
|
$26.4M
|
+$8.51M
|
+109,583
|
+47%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$22.9M
|
-$1.31M
|
-16,930
|
-5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
+$6.85M
|
+88,247
|
+63%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$1.13M
|
+14,575
|
+9%
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$11.9M
|
+$3.07M
|
+39,561
|
+34%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.8M
|
+$298K
|
+3,840
|
+3%
|
|
|
13
|
|
$9.02M
|
+$8.54M
|
+110,044
|
+1,505%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.65M
|
+$166K
|
+2,142
|
+2%
|
|
|
15
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$6M
|
+$128K
|
+1,651
|
+2%
|
|
|
16
|
Titleist Asset Management
San Antonio,
Texas
|
$5.63M
|
+$557K
|
+7,177
|
+11%
|
|
|
17
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$5.6M
|
+$379K
|
+4,888
|
+7%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5.44M
|
-$88K
|
-1,134
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.74M
|
+$144K
|
+1,858
|
+3%
|
|
|
20
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.36M
|
+$4.43M
|
+57,056
|
New
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$4M
|
+$223K
|
+2,870
|
+6%
|
|
|
22
|
BFSG LLC
Irvine,
California
|
$3.91M
|
+$1.45M
|
+18,617
|
+58%
|
|
|
23
|
Marble Wealth
Montgomery,
Alabama
|
$3.44M
|
-$315K
|
-4,063
|
-8%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$3.14M
|
+$316K
|
+4,073
|
+11%
|
|
|
25
|
|
$3M
|
+$55.5K
|
+715
|
+2%
|
|
