|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 123 M
|
+USD 785 k
|
+29,970
|
+0.6%
|
|
|
2
|
|
USD 117 M
|
-USD 26.1 M
|
-994,730
|
-18%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
USD 75.6 M
|
+USD 499 k
|
+19,030
|
+0.7%
|
|
|
4
|
|
USD 72 M
|
+USD 31.7 M
|
+1,208,990
|
+76%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
USD 67.6 M
|
+USD 20.4 M
|
+776,705
|
+42%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
USD 59.2 M
|
+USD 5.73 M
|
+218,635
|
+11%
|
|
|
7
|
Cerity Partners OCIO
New York
|
USD 48.6 M
|
+USD 2.85 M
|
+108,620
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
USD 38.9 M
|
+USD 2.64 M
|
+100,730
|
+7%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
USD 32.1 M
|
-USD 3.65 M
|
-139,120
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
USD 28.9 M
|
+USD 6.35 M
|
+242,375
|
+28%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 27.5 M
|
-USD 960 k
|
-36,625
|
-3%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
USD 25.8 M
|
+USD 1.89 M
|
+72,085
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
USD 16.5 M
|
+USD 1.27 M
|
+48,595
|
+8%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
USD 16.4 M
|
+USD 2.67 M
|
+101,805
|
+19%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
USD 14.7 M
|
+USD 826 k
|
+31,510
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 12.4 M
|
+USD 3.41 k
|
+130
|
+0%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
USD 11.4 M
|
+USD 354 k
|
+13,510
|
+3%
|
|
|
18
|
Delphi Private Advisors
San Diego,
California
|
USD 11 M
|
-USD 414 k
|
-15,800
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
USD 9.9 M
|
+USD 1.3 M
|
+49,675
|
+15%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 9.6 M
|
+USD 7.34 k
|
+280
|
+0.1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 9.36 M
|
-USD 338 k
|
-12,890
|
-3%
|
|
|
22
|
PFS Investments
Duluth,
Georgia
|
USD 8.26 M
|
+USD 2.52 M
|
+96,075
|
+44%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
USD 8.05 M
|
+USD 42.4 k
|
+1,620
|
+0.5%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
USD 7.72 M
|
+USD 27.2 k
|
+1,040
|
+0.4%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
USD 6.82 M
|
+USD 38.3 k
|
+1,460
|
+0.6%
|
|
