|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$378M
|
+$61.3M
|
+1,287,819
|
+20%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$358M
|
-$180M
|
-3,781,418
|
-34%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$257M
|
+$6.88M
|
+144,623
|
+3%
|
|
|
4
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$224M
|
+$8.48M
|
+178,187
|
+4%
|
|
|
5
|
|
$200M
|
-$119M
|
-2,504,704
|
-38%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$187M
|
-$22M
|
-462,982
|
-11%
|
|
|
7
|
|
$160M
|
-$65.7M
|
-1,381,040
|
-29%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$153M
|
+$5.54M
|
+116,290
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$113M
|
-$5.72M
|
-120,105
|
-5%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$106M
|
+$12.9M
|
+270,152
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$100M
|
-$17.5M
|
-368,034
|
-15%
|
|
|
12
|
|
$90M
|
-$2.78M
|
-58,466
|
-3%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$85.1M
|
+$1.72M
|
+36,137
|
+2%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$82.7M
|
+$8.14M
|
+170,948
|
+11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$76.3M
|
-$12M
|
-252,330
|
-14%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$75.2M
|
-$4.33M
|
-90,859
|
-5%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$72.4M
|
-$3.01M
|
-63,258
|
-4%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$69.5M
|
+$9.98M
|
+209,757
|
+17%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$69.5M
|
-$18M
|
-379,108
|
-21%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$59.5M
|
+$1.53M
|
+32,075
|
+3%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$58.5M
|
+$4.02M
|
+84,550
|
+7%
|
|
|
22
|
Klingman & Associates
New York
|
$57.9M
|
-$11.8M
|
-247,695
|
-17%
|
|
|
23
|
Satovsky Asset Management
New York
|
$53M
|
+$2.48M
|
+52,159
|
+5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50.4M
|
-$7.13M
|
-149,709
|
-12%
|
|
|
25
|
Adventist Health System West
Roseville,
California
|
$46.3M
|
–
|
–
|
–
|
|
