|
1
|
Bank of America
Charlotte,
North Carolina
|
$98.1M
|
-$91.5K
|
-4,660
|
-0.1%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$49.1M
|
+$52.4M
|
+2,669,965
|
+21,040%
|
|
|
3
|
|
$36M
|
-$3.9M
|
-198,660
|
-9%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$29M
|
+$1.5M
|
+76,605
|
+5%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.6M
|
+$19.6M
|
+998,505
|
+196%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
-$7.4M
|
-376,755
|
-21%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
+$3.18M
|
+162,000
|
+15%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.5M
|
-$588K
|
-29,945
|
-3%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.7M
|
+$598K
|
+30,460
|
+4%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$14.6M
|
+$292K
|
+14,860
|
+2%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.1M
|
+$286K
|
+14,535
|
+2%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.9M
|
-$3.12M
|
-158,830
|
-20%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$1.25M
|
-63,750
|
-10%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$9.41M
|
+$40.9K
|
+2,080
|
+0.4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.05M
|
-$6.98M
|
-355,110
|
-43%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
$8.65M
|
-$159K
|
-8,075
|
-2%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.28M
|
-$2.79M
|
-142,150
|
-24%
|
|
|
18
|
|
$6.97M
|
+$1.92M
|
+97,890
|
+35%
|
|
|
19
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.75M
|
-$22.8K
|
-1,160
|
-0.3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.66M
|
+$168K
|
+8,535
|
+2%
|
|
|
21
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.32M
|
-$6.6M
|
-335,905
|
-49%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.03M
|
-$238K
|
-12,115
|
-4%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$4.97M
|
+$467K
|
+23,780
|
+10%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$4.33M
|
+$165K
|
+8,385
|
+4%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$4.21M
|
-$269K
|
-13,670
|
-6%
|
|
