|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$81.8M
|
+$97.9K
|
+3,115
|
+0.1%
|
|
|
2
|
New York Life Investment Management
New York
|
$32.1M
|
+$32.4M
|
+1,030,024
|
New
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$30.6M
|
+$2.25M
|
+71,616
|
+8%
|
|
|
4
|
|
$24.9M
|
-$903K
|
-28,741
|
-3%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24.4M
|
-$3.28M
|
-104,495
|
-12%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.9M
|
-$299K
|
-9,526
|
-2%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.9M
|
-$1.55M
|
-49,279
|
-9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.5M
|
-$322K
|
-10,261
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
-$2M
|
-63,670
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$136K
|
+4,327
|
+1%
|
|
|
11
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.6M
|
+$272K
|
+8,669
|
+2%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$9.65M
|
-$1.55M
|
-49,474
|
-14%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$5.69M
|
+$534K
|
+16,983
|
+10%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.54M
|
+$4.57M
|
+145,432
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.22M
|
-$1M
|
-31,868
|
-19%
|
|
|
16
|
|
$4.16M
|
-$3.39M
|
-107,783
|
-45%
|
|
|
17
|
Cantor Fitzgerald
New York
|
$3.98M
|
-$90.5K
|
-2,879
|
-2%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$3.87M
|
+$325K
|
+10,335
|
+9%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.73M
|
+$1.73M
|
+54,911
|
+85%
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$3.72M
|
-$53.9K
|
-1,717
|
-1%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.67M
|
+$129K
|
+4,121
|
+4%
|
|
|
22
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.54M
|
-$1.7M
|
-54,154
|
-32%
|
|
|
23
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.15M
|
-$23.2K
|
-739
|
-0.7%
|
|
|
24
|
Equitable Holdings
New York
|
$3.07M
|
-$94.3K
|
-3,000
|
-3%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.94M
|
+$2.96M
|
+94,280
|
New
|
|
