|
1
|
|
$1.02B
|
+$88.2M
|
+1,806,098
|
+9%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$418M
|
+$17.6M
|
+359,329
|
+4%
|
|
|
3
|
|
$346M
|
-$122M
|
-2,494,963
|
-26%
|
|
|
4
|
Essential Planning
Portsmouth,
New Hampshire
|
$334M
|
+$328M
|
+6,721,533
|
+6,374%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$281M
|
+$2.44M
|
+50,040
|
+0.9%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$280M
|
-$23.3M
|
-477,920
|
-8%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$198M
|
-$10.5M
|
-215,589
|
-5%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$181M
|
+$8.96M
|
+183,419
|
+5%
|
|
|
9
|
|
$171M
|
+$595K
|
+12,177
|
+0.3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
-$1.55M
|
-31,645
|
-0.9%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$142M
|
+$21.7M
|
+445,129
|
+18%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$133M
|
+$36M
|
+737,805
|
+37%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$130M
|
+$26.7M
|
+545,858
|
+26%
|
|
|
14
|
|
$122M
|
-$14.2M
|
-291,046
|
-10%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$104M
|
+$24.9M
|
+509,237
|
+31%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.6M
|
-$8.31M
|
-170,125
|
-8%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$90.5M
|
+$2.17M
|
+44,401
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$89.6M
|
+$3.69M
|
+75,621
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$80.8M
|
+$11.5M
|
+236,239
|
+16%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$80.1M
|
+$4.93M
|
+100,978
|
+6%
|
|
|
21
|
Satovsky Asset Management
New York
|
$72M
|
+$963K
|
+19,712
|
+1%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$63.5M
|
-$717K
|
-14,670
|
-1%
|
|
|
23
|
Klingman & Associates
New York
|
$63.3M
|
+$8.01M
|
+163,904
|
+14%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$63.2M
|
-$2.45M
|
-50,205
|
-4%
|
|
|
25
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$56M
|
+$14.8M
|
+303,342
|
+36%
|
|
