|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
USD 264 M
|
+USD 235 M
|
+9,262,055
|
+398%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 122 M
|
+USD 4.87 M
|
+191,740
|
+4%
|
|
|
3
|
|
USD 97.7 M
|
-USD 4.36 M
|
-171,495
|
-4%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
USD 67.5 M
|
+USD 2.6 M
|
+102,255
|
+4%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
USD 59.7 M
|
-USD 807 k
|
-31,755
|
-1%
|
|
|
6
|
|
USD 55.1 M
|
-USD 10.1 M
|
-398,905
|
-14%
|
|
|
7
|
Cerity Partners OCIO
New York
|
USD 51.6 M
|
+USD 4.34 M
|
+170,825
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
USD 27.4 M
|
-USD 45.6 k
|
-1,795
|
-0.1%
|
|
|
9
|
Waddell & Associates
Memphis,
Tennessee
|
USD 26.4 M
|
+USD 29.5 M
|
+1,159,320
|
Nuevas
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 25 M
|
+USD 1.11 M
|
+43,800
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 23.3 M
|
+USD 12.9 M
|
+507,885
|
+98%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
USD 22.6 M
|
-USD 945 k
|
-37,190
|
-4%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
USD 21.3 M
|
-USD 968 k
|
-38,090
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
USD 20.8 M
|
+USD 3.83 M
|
+150,750
|
+20%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
USD 15.9 M
|
+USD 208 k
|
+8,180
|
+1%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
USD 15.8 M
|
+USD 17.6 M
|
+693,530
|
Nuevas
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
USD 15 M
|
+USD 15.5 M
|
+609,545
|
+1,855%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
USD 13.9 M
|
-USD 15 M
|
-589,235
|
-49%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
USD 11.3 M
|
+USD 1.13 M
|
+44,385
|
+10%
|
|
|
20
|
Badgley, Phelps & Bell
Seattle,
Washington
|
USD 10.8 M
|
+USD 545 k
|
+21,435
|
+5%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
USD 9.27 M
|
+USD 839 k
|
+33,015
|
+9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
USD 9.17 M
|
+USD 145 k
|
+5,695
|
+1%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
USD 9.1 M
|
+USD 685 k
|
+26,965
|
+7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 7.89 M
|
+USD 46.6 k
|
+1,835
|
+0.5%
|
|
|
25
|
Delphi Private Advisors
San Diego,
California
|
USD 7.64 M
|
-USD 1.08 M
|
-42,600
|
-11%
|
|
