|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$176M
|
+$17.4M
|
+57,873
|
+10%
|
|
|
2
|
|
$147M
|
+$22.2M
|
+73,843
|
+17%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$133M
|
+$1.41M
|
+4,681
|
+1%
|
|
|
4
|
Tompkins Financial
Ithaca,
New York
|
$86.1M
|
+$6.07M
|
+20,200
|
+7%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$66.7M
|
-$1.66M
|
-5,509
|
-2%
|
|
|
6
|
Callan Family Office
Radnor,
Pennsylvania
|
$64M
|
-$1.86M
|
-6,182
|
-3%
|
|
|
7
|
|
$63.4M
|
+$41.7M
|
+138,713
|
+170%
|
|
|
8
|
Cliffwater
Marina Del Rey,
California
|
$59.1M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$56.3M
|
+$44.8M
|
+149,157
|
+319%
|
|
|
10
|
|
$29M
|
+$2.33M
|
+7,760
|
+8%
|
|
|
11
|
AQR Capital Management
Greenwich,
Connecticut
|
$26M
|
-$4.9M
|
-16,294
|
-15%
|
|
|
12
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$25.1M
|
+$24.9K
|
+83
|
+0.1%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$24.2M
|
-$782K
|
-2,601
|
-3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.2M
|
-$742K
|
-2,467
|
-3%
|
|
|
15
|
Diversified Trust
Memphis,
Tennessee
|
$23.1M
|
+$5.11K
|
+17
|
+0%
|
|
|
16
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$19.1M
|
-$113K
|
-376
|
-0.6%
|
|
|
17
|
Pennington Partners & Co
Bethesda,
Maryland
|
$18.3M
|
+$5.37M
|
+17,870
|
+39%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$16.8M
|
-$2.13M
|
-7,079
|
-11%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$16.4M
|
+$1.1M
|
+3,650
|
+7%
|
|
|
20
|
Gotham Asset Management
New York
|
$15.2M
|
+$2.83M
|
+9,408
|
+22%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$12.2M
|
-40,741
|
-44%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.5M
|
-$635K
|
-2,113
|
-4%
|
|
|
23
|
AlphaCore Capital
La Jolla,
California
|
$13.7M
|
+$3.31M
|
+11,013
|
+30%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$13.6M
|
-$7.9M
|
-26,290
|
-36%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$6.38M
|
+21,241
|
+86%
|
|
