|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$393M
|
+$10.2M
|
+212,449
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$325M
|
-$37.5M
|
-780,181
|
-10%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$273M
|
+$11.9M
|
+248,393
|
+5%
|
|
|
4
|
Cambridge Associates
Boston,
Massachusetts
|
$241M
|
+$169M
|
+3,508,043
|
+242%
|
|
|
5
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$234M
|
+$6.75M
|
+140,324
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
-$10.2M
|
-212,014
|
-5%
|
|
|
7
|
|
$178M
|
-$23.9M
|
-496,370
|
-12%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$160M
|
+$4.9M
|
+101,841
|
+3%
|
|
|
9
|
|
$146M
|
-$16.1M
|
-334,239
|
-10%
|
|
|
10
|
|
$128M
|
+$36.5M
|
+758,804
|
+40%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$117M
|
+$9.07M
|
+188,598
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
-$8.92M
|
-185,496
|
-8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$98M
|
-$3.44M
|
-71,435
|
-3%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$89.4M
|
+$5.57M
|
+115,891
|
+7%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$86.6M
|
+$298K
|
+6,201
|
+0.3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$74.3M
|
-$1.86M
|
-38,712
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$71.5M
|
-$5.73M
|
-119,122
|
-7%
|
|
|
18
|
Satovsky Asset Management
New York
|
$69.6M
|
+$15.8M
|
+328,106
|
+30%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$69.1M
|
-$4.24M
|
-88,165
|
-6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$63M
|
+$3.7M
|
+77,015
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$61.1M
|
-$9.2M
|
-191,206
|
-13%
|
|
|
22
|
Klingman & Associates
New York
|
$55.9M
|
-$2.77M
|
-57,610
|
-5%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$51.9M
|
+$16.2M
|
+337,701
|
+46%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$51.7M
|
-$8.55M
|
-177,825
|
-14%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.2M
|
-$1.9M
|
-39,417
|
-4%
|
|
