|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$101M
|
–
|
–
|
–
|
|
|
2
|
Cerity Partners OCIO
New York
|
$26.4M
|
+$1.6M
|
+45,939
|
+6%
|
|
|
3
|
|
$20.7M
|
+$10.1M
|
+290,383
|
+92%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14M
|
+$979K
|
+28,101
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$1.58M
|
+45,294
|
+14%
|
|
|
6
|
ACG Wealth
Atlanta,
Georgia
|
$12.1M
|
+$995K
|
+28,565
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.82M
|
+$1.17M
|
+33,692
|
+13%
|
|
|
8
|
Trilogy Capital
Irvine,
California
|
$9.47M
|
+$1.44M
|
+41,487
|
+18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.28M
|
+$3.18M
|
+91,308
|
+100%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$5.87M
|
+$2.71M
|
+77,805
|
+84%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.73M
|
+$2.98M
|
+85,593
|
+105%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.79M
|
+$1.1M
|
+31,681
|
+29%
|
|
|
13
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$3.04M
|
+$32.4K
|
+929
|
+1%
|
|
|
14
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.31M
|
+$78.4K
|
+2,251
|
+3%
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2.17M
|
+$179K
|
+5,130
|
+9%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.77M
|
+$140K
|
+4,025
|
+8%
|
|
|
17
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.57M
|
-$181K
|
-5,196
|
-10%
|
|
|
18
|
Chilton Capital Management
Houston,
Texas
|
$1.5M
|
+$757K
|
+21,725
|
+99%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.34M
|
+$104K
|
+2,987
|
+8%
|
|
|
20
|
|
$985K
|
+$1M
|
+28,722
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$634K
|
+$220K
|
+6,328
|
+52%
|
|
|
22
|
Coastline Trust
Providence,
Rhode Island
|
$600K
|
+$252K
|
+7,250
|
+71%
|
|
|
23
|
Palo Capital
Newport Beach,
California
|
$480K
|
+$487K
|
+13,996
|
New
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$438K
|
+$268K
|
+7,700
|
+151%
|
|
|
25
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$390K
|
+$230K
|
+6,591
|
+311%
|
|
