|
1
|
|
$951M
|
+$904M
|
+18,567,654
|
+2,586%
|
|
|
2
|
|
$475M
|
+$341M
|
+6,995,047
|
+265%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$408M
|
+$8.95M
|
+183,771
|
+2%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$309M
|
-$21.2M
|
-435,504
|
-6%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$284M
|
+$6.31M
|
+129,479
|
+2%
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$212M
|
-$32.3M
|
-664,171
|
-13%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$175M
|
+$12.1M
|
+248,382
|
+8%
|
|
|
8
|
|
$173M
|
-$7.69M
|
-157,965
|
-4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
-$13.2M
|
-270,130
|
-7%
|
|
|
10
|
|
$138M
|
-$9.9M
|
-203,372
|
-7%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$123M
|
+$109M
|
+2,231,343
|
+871%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$431K
|
+8,846
|
+0.4%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$105M
|
+$78.1M
|
+1,604,209
|
+305%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$99.2M
|
+$8.29M
|
+170,173
|
+9%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$90M
|
+$2M
|
+41,065
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$87.5M
|
-$11.9M
|
-243,654
|
-12%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$81.2M
|
+$28.1M
|
+576,329
|
+54%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$76.6M
|
+$1.09M
|
+22,468
|
+1%
|
|
|
19
|
Satovsky Asset Management
New York
|
$72.2M
|
+$1.5M
|
+30,826
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$70.7M
|
-$1.97M
|
-40,380
|
-3%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$66.9M
|
-$3.32M
|
-68,226
|
-5%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$65.4M
|
+$1.37M
|
+28,064
|
+2%
|
|
|
23
|
Klingman & Associates
New York
|
$56.4M
|
-$446K
|
-9,161
|
-0.8%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$54.3M
|
-$7.69M
|
-157,842
|
-13%
|
|
|
25
|
Adventist Health System West
Roseville,
California
|
$47.7M
|
–
|
–
|
–
|
|
