|
1
|
Windham Capital Management
Boston,
Massachusetts
|
$66.5M
|
+$58.5M
|
+1,190,322
|
+636%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.7M
|
+$32.9M
|
+669,634
|
+133%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$49.9M
|
+$31.8M
|
+647,486
|
+168%
|
|
|
4
|
Alesco Advisors
Pittsford,
New York
|
$46.4M
|
+$1.27M
|
+25,768
|
+3%
|
|
|
5
|
|
$39.7M
|
+$5.11M
|
+103,822
|
+14%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$25.9M
|
+$25.7M
|
+523,171
|
+3,635%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$20.8M
|
+$10.7M
|
+217,090
|
+102%
|
|
|
8
|
|
$19.9M
|
-$136K
|
-2,761
|
-0.7%
|
|
|
9
|
JMG Financial Group
Downers Grove,
Illinois
|
$15.3M
|
-$3.32M
|
-67,482
|
-18%
|
|
|
10
|
Natixis Advisors
Boston,
Massachusetts
|
$14.2M
|
+$900K
|
+18,302
|
+7%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$13.5M
|
-$1.63M
|
-33,155
|
-11%
|
|
|
12
|
TD Capital Management
Memphis,
Tennessee
|
$12.8M
|
+$3.3M
|
+67,142
|
+34%
|
|
|
13
|
First Allied Asset Management
San Diego,
California
|
$12.2M
|
+$1.39M
|
+28,330
|
+13%
|
|
|
14
|
|
$12.1M
|
-$2.84M
|
-57,777
|
-19%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$12M
|
+$455K
|
+9,252
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
-$3.69M
|
-74,990
|
-23%
|
|
|
17
|
Summit Financial Strategies
Columbus,
Ohio
|
$11.4M
|
+$11.6M
|
+235,352
|
New
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.6M
|
-$854K
|
-17,371
|
-7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.46M
|
+$748K
|
+15,204
|
+8%
|
|
|
20
|
|
$8.82M
|
+$8.99M
|
+182,847
|
New
|
|
|
21
|
New York Life Investment Management
New York
|
$8.56M
|
+$8.73M
|
+177,560
|
New
|
|
|
22
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$6.93M
|
+$7.07M
|
+143,694
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.21M
|
+$6.33M
|
+128,701
|
New
|
|
|
24
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$5.61M
|
+$1.41M
|
+28,690
|
+33%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5M
|
+$600K
|
+12,203
|
+13%
|
|
