|
1
|
Bank of America
Charlotte,
North Carolina
|
$98.9M
|
-$1.86M
|
-96,655
|
-2%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$54.2M
|
+$54.5M
|
+2,825,175
|
+4,757%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$48.6M
|
-$1.82M
|
-94,420
|
-4%
|
|
|
4
|
|
$33.9M
|
-$3.11M
|
-161,355
|
-8%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$28.9M
|
-$885K
|
-45,875
|
-3%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.4M
|
-$907K
|
-47,000
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$4.02M
|
+208,275
|
+17%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
-$1.13M
|
-58,495
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$7.83M
|
+405,680
|
+85%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$15.6M
|
+$698K
|
+36,165
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.6M
|
-$392K
|
-20,305
|
-2%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.6M
|
-$1.47M
|
-75,985
|
-9%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.4M
|
-$53.6K
|
-2,780
|
-0.4%
|
|
|
14
|
Kinsight LLC
Birmingham,
Alabama
|
$12.3M
|
+$3.55M
|
+184,240
|
+39%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
$12.3M
|
+$12.6M
|
+654,030
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
+$815K
|
+42,225
|
+7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$9.42M
|
-$252K
|
-13,085
|
-3%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.09M
|
+$8.31M
|
+430,950
|
New
|
|
|
19
|
|
$7.2M
|
+$43.9K
|
+2,275
|
+0.6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.94M
|
+$108K
|
+5,610
|
+2%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.93M
|
-$5.39M
|
-279,165
|
-43%
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.85M
|
-$78.7K
|
-4,080
|
-1%
|
|
|
23
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.54M
|
+$56.6K
|
+2,935
|
+0.8%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.34M
|
-$2.21M
|
-114,760
|
-25%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.86M
|
+$3.63M
|
+188,365
|
+152%
|
|
