|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$81.3M
|
+$9.46M
|
+297,043
|
+13%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$70.6M
|
+$186K
|
+5,852
|
+0.3%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.4M
|
-$25.3M
|
-795,144
|
-48%
|
|
|
4
|
|
$26.1M
|
-$414K
|
-13,013
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$24.5M
|
+$2.54M
|
+79,808
|
+12%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$21.6M
|
+$2.7M
|
+84,906
|
+14%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.5M
|
+$9.17K
|
+288
|
+0%
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$16.9M
|
+$2.83M
|
+88,832
|
+20%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$460K
|
-14,435
|
-3%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.8M
|
+$682K
|
+21,423
|
+5%
|
|
|
11
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$8.34M
|
-$3.16M
|
-99,381
|
-28%
|
|
|
12
|
Spinnaker Investment Group
Newport Beach,
California
|
$8.15M
|
-$560K
|
-17,600
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.02M
|
-$11.3M
|
-356,456
|
-59%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.45M
|
-$230K
|
-7,216
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.35M
|
-$1.17M
|
-36,757
|
-18%
|
|
|
16
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4.95M
|
+$358K
|
+11,254
|
+8%
|
|
|
17
|
Modus Advisors
Excelsior,
Minnesota
|
$4.11M
|
+$207K
|
+6,491
|
+5%
|
|
|
18
|
Pinnacle Associates
New York
|
$3.97M
|
+$68.1K
|
+2,140
|
+2%
|
|
|
19
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.66M
|
+$49.8K
|
+1,564
|
+1%
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$3.38M
|
+$273K
|
+8,568
|
+9%
|
|
|
21
|
Equitable Holdings
New York
|
$3.21M
|
+$346K
|
+10,880
|
+12%
|
|
|
22
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.02M
|
+$3.01M
|
+94,549
|
New
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$2.9M
|
-$326K
|
-10,250
|
-10%
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.9M
|
-$326K
|
-10,250
|
-10%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.54M
|
-$9.02M
|
-283,446
|
-78%
|
|
