|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$173M
|
+$18M
|
+63,729
|
+12%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$135M
|
-$1.93M
|
-6,818
|
-1%
|
|
|
3
|
Tompkins Financial
Ithaca,
New York
|
$81.4M
|
+$16M
|
+56,625
|
+26%
|
|
|
4
|
Cliffwater
Marina Del Rey,
California
|
$69.4M
|
–
|
–
|
–
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$67.9M
|
+$1.69M
|
+5,983
|
+3%
|
|
|
6
|
|
$66.9M
|
+$694K
|
+2,451
|
+1%
|
|
|
7
|
Natixis Advisors
Boston,
Massachusetts
|
$65.3M
|
-$132K
|
-466
|
-0.2%
|
|
|
8
|
|
$35.5M
|
+$15.9M
|
+56,225
|
+87%
|
|
|
9
|
|
$27.6M
|
-$13.3M
|
-46,790
|
-33%
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$27.5M
|
+$8.48M
|
+29,937
|
+47%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
-$3.16M
|
-11,164
|
-11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$25.1M
|
-$2.41M
|
-8,514
|
-9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$25M
|
-$174K
|
-616
|
-0.7%
|
|
|
14
|
Diversified Trust
Memphis,
Tennessee
|
$24.8M
|
+$5.1K
|
+18
|
+0%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$22M
|
+$56.1K
|
+198
|
+0.3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$21.8M
|
-$1.37M
|
-4,824
|
-6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
-$694K
|
-2,449
|
-4%
|
|
|
18
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$16.6M
|
-$23.4M
|
-82,605
|
-59%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$15.8M
|
–
|
–
|
–
|
|
|
20
|
Pennington Partners & Co
Bethesda,
Maryland
|
$13.6M
|
-$12.2K
|
-43
|
-0.1%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$12.7M
|
-$373K
|
-1,316
|
-3%
|
|
|
22
|
Gotham Asset Management
New York
|
$12.3M
|
+$181K
|
+640
|
+2%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.2M
|
+$4.13M
|
+14,599
|
+54%
|
|
|
24
|
|
$10.9M
|
-$977K
|
-3,449
|
-9%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$10.3M
|
-$8.4M
|
-29,648
|
-46%
|
|
