|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$83.2M
|
+$707K
|
+22,452
|
+0.9%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.3M
|
-$27M
|
-857,728
|
-47%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.3M
|
+$4.18M
|
+132,966
|
+17%
|
|
|
4
|
|
$27.3M
|
+$291K
|
+9,248
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19M
|
-$328K
|
-10,426
|
-2%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$16.9M
|
+$1.02M
|
+32,274
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$5.34M
|
+169,539
|
+55%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$971K
|
+30,841
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$360K
|
-11,431
|
-3%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.3M
|
-$215K
|
-6,844
|
-2%
|
|
|
11
|
|
$11.3M
|
+$10.5M
|
+333,076
|
+1,362%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.73M
|
-$278K
|
-8,850
|
-3%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$7.35M
|
-$20M
|
-636,036
|
-73%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.99M
|
+$128K
|
+4,080
|
+2%
|
|
|
15
|
Cantor Fitzgerald
New York
|
$6.02M
|
+$5.97M
|
+189,724
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.82M
|
-$3.15M
|
-100,073
|
-35%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.59M
|
-$466K
|
-14,822
|
-8%
|
|
|
18
|
Curi Wealth Management
Raleigh,
North Carolina
|
$5.51M
|
-$587K
|
-18,667
|
-10%
|
|
|
19
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.62M
|
+$248K
|
+7,886
|
+6%
|
|
|
20
|
Spinnaker Investment Group
Newport Beach,
California
|
$4.52M
|
-$348K
|
-11,055
|
-7%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.61M
|
-$181K
|
-5,739
|
-5%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$3.49M
|
+$140K
|
+4,449
|
+4%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$3.42M
|
-$5.02M
|
-159,619
|
-60%
|
|
|
24
|
Equitable Holdings
New York
|
$3.4M
|
+$294K
|
+9,340
|
+10%
|
|
|
25
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.17M
|
+$110K
|
+3,507
|
+4%
|
|
