|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$72.5M
|
+$18.4M
|
+566,225
|
+34%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$71.1M
|
+$4.49M
|
+137,984
|
+7%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$53.3M
|
+$10.8M
|
+332,020
|
+25%
|
|
|
4
|
Cantor Fitzgerald Investment Advisors
New York
|
$32.9M
|
-$8.22M
|
-252,533
|
-20%
|
|
|
5
|
|
$26.8M
|
-$2.02M
|
-62,184
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
-$6.22M
|
-191,162
|
-22%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7M
|
+$38.6K
|
+1,185
|
+0.2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$523K
|
+16,068
|
+3%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$19.1M
|
+$646K
|
+19,838
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$2.9M
|
-89,270
|
-16%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$14.3M
|
+$14.5M
|
+444,456
|
New
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.2M
|
+$688K
|
+21,152
|
+5%
|
|
|
13
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.2M
|
+$1.03M
|
+31,558
|
+8%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.7M
|
+$40.1K
|
+1,231
|
+0.3%
|
|
|
15
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$11.6M
|
+$527K
|
+16,195
|
+5%
|
|
|
16
|
Spinnaker Investment Group
Newport Beach,
California
|
$8.67M
|
+$8.85M
|
+271,917
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.75M
|
-$638K
|
-19,595
|
-9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$6.58M
|
+$13.3K
|
+409
|
+0.2%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.02M
|
+$215K
|
+6,607
|
+4%
|
|
|
20
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4.63M
|
+$722K
|
+22,192
|
+18%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.05M
|
+$365K
|
+11,203
|
+10%
|
|
|
22
|
Modus Advisors
Excelsior,
Minnesota
|
$3.94M
|
+$281K
|
+8,641
|
+8%
|
|
|
23
|
Pinnacle Associates
New York
|
$3.94M
|
-$511K
|
-15,703
|
-11%
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.64M
|
+$132K
|
+4,049
|
+4%
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.54M
|
+$391K
|
+12,008
|
+12%
|
|
