|
1
|
Bank of America
Charlotte,
North Carolina
|
$95.8M
|
-$3.28M
|
-186,495
|
-4%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$56.1M
|
+$1.55M
|
+88,245
|
+3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$38M
|
-$10.1M
|
-577,055
|
-22%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$32.8M
|
+$5.32M
|
+302,530
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$29.2M
|
+$3.4M
|
+193,680
|
+14%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$29.1M
|
+$61.2K
|
+3,485
|
+0.2%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$28.7M
|
+$1.11M
|
+63,365
|
+4%
|
|
|
8
|
|
$24.1M
|
-$9.24M
|
-525,670
|
-29%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.4M
|
+$2.55M
|
+145,065
|
+17%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$18M
|
+$2.18M
|
+124,200
|
+15%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.6M
|
-$97.5K
|
-5,550
|
-0.8%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.4M
|
-$37.9K
|
-2,155
|
-0.3%
|
|
|
13
|
Delphi Private Advisors
San Diego,
California
|
$12.1M
|
-$194K
|
-11,065
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.9M
|
+$304K
|
+17,295
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.98M
|
-$5.99M
|
-340,840
|
-39%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
$9.07M
|
-$3.1M
|
-176,555
|
-27%
|
|
|
17
|
|
$7.15M
|
-$80.4K
|
-4,575
|
-1%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.96M
|
+$361K
|
+20,515
|
+6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.93M
|
+$973K
|
+55,370
|
+18%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$6.48M
|
+$1.08M
|
+61,550
|
+22%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.46M
|
-$475K
|
-27,040
|
-7%
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.21M
|
-$630K
|
-35,855
|
-10%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.44M
|
+$195K
|
+11,115
|
+4%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$5.27M
|
+$387K
|
+22,035
|
+9%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4.74M
|
-$2.07M
|
-117,770
|
-32%
|
|
