|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$81.3M
|
+$1.27M
|
+40,219
|
+2%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$56.7M
|
-$7.95M
|
-251,335
|
-12%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$27.1M
|
+$7.2M
|
+227,755
|
+36%
|
|
|
4
|
|
$26.7M
|
+$2.29M
|
+72,482
|
+9%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$24.8M
|
+$1.21M
|
+38,342
|
+5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
-$769K
|
-24,319
|
-4%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$15.6M
|
-$1.55M
|
-49,092
|
-9%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$6.51M
|
+206,016
|
+85%
|
|
|
9
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.4M
|
+$292K
|
+9,232
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
-$1.67M
|
-52,855
|
-11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.73M
|
+$2.97M
|
+93,893
|
+43%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.89M
|
+$8.98M
|
+284,078
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.87M
|
-$3.11M
|
-98,358
|
-26%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$8.37M
|
-$870K
|
-27,516
|
-9%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.77M
|
+$6.84M
|
+216,311
|
New
|
|
|
16
|
Curi Wealth Management
Raleigh,
North Carolina
|
$6.02M
|
+$707K
|
+22,366
|
+13%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.98M
|
-$185K
|
-5,846
|
-3%
|
|
|
18
|
Spinnaker Investment Group
Newport Beach,
California
|
$4.84M
|
-$1.13M
|
-35,793
|
-19%
|
|
|
19
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.31M
|
+$4.36M
|
+137,784
|
New
|
|
|
20
|
Modus Advisors
Excelsior,
Minnesota
|
$4.03M
|
-$17.7K
|
-561
|
-0.4%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.74M
|
+$50.9K
|
+1,609
|
+1%
|
|
|
22
|
Pinnacle Associates
New York
|
$3.55M
|
-$248K
|
-7,855
|
-6%
|
|
|
23
|
Oppenheimer Asset Management
New York
|
$3.3M
|
-$51.2K
|
-1,618
|
-2%
|
|
|
24
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$3.2M
|
+$119K
|
+3,751
|
+4%
|
|
|
25
|
Equitable Holdings
New York
|
$3.06M
|
+$182K
|
+5,750
|
+6%
|
|
