|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$79.2M
|
+$412K
|
+13,085
|
+0.5%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$63.9M
|
-$4.57M
|
-145,311
|
-7%
|
|
|
3
|
|
$24.2M
|
-$1.17M
|
-37,296
|
-5%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$23.3M
|
+$2.42M
|
+76,884
|
+11%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$19.8M
|
+$18.2M
|
+578,376
|
+941%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
-$233K
|
-7,395
|
-1%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17M
|
+$552K
|
+17,555
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
+$716K
|
+22,768
|
+5%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.9M
|
-$443K
|
-14,089
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
-$12.2M
|
-386,864
|
-50%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$9.13M
|
+$8.53M
|
+270,996
|
+1,136%
|
|
|
12
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$8.75M
|
+$676K
|
+21,473
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.49M
|
-$294K
|
-9,334
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.72M
|
+$1.56M
|
+49,640
|
+30%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.1M
|
-$161K
|
-5,116
|
-3%
|
|
|
16
|
Spinnaker Investment Group
Newport Beach,
California
|
$5.86M
|
-$2.05M
|
-65,076
|
-26%
|
|
|
17
|
|
$5.7M
|
+$4.51M
|
+143,456
|
+353%
|
|
|
18
|
Curi Wealth Management
Raleigh,
North Carolina
|
$5.26M
|
+$472K
|
+15,019
|
+10%
|
|
|
19
|
Modus Advisors
Excelsior,
Minnesota
|
$4M
|
+$15.1K
|
+479
|
+0.4%
|
|
|
20
|
Pinnacle Associates
New York
|
$3.75M
|
-$98.3K
|
-3,124
|
-3%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.65M
|
+$107K
|
+3,401
|
+3%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$3.32M
|
+$37.2K
|
+1,181
|
+1%
|
|
|
23
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$3.05M
|
+$1.79M
|
+56,788
|
+136%
|
|
|
24
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$2.98M
|
+$51K
|
+1,621
|
+2%
|
|
|
25
|
Equitable Holdings
New York
|
$2.85M
|
-$257K
|
-8,170
|
-8%
|
|
