|
1
|
Bank of America
Charlotte,
North Carolina
|
$93.4M
|
-$5.34M
|
-277,325
|
-5%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$57.4M
|
-$415K
|
-21,530
|
-0.7%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$38.4M
|
-$729K
|
-37,835
|
-2%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$33.1M
|
+$3.42M
|
+177,700
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.8M
|
-$2.02M
|
-104,920
|
-6%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$30.4M
|
+$397K
|
+20,605
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
-$5.62M
|
-291,475
|
-19%
|
|
|
8
|
|
$23.8M
|
-$1.05M
|
-54,250
|
-4%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$21.7M
|
+$3.45M
|
+178,965
|
+19%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.6M
|
+$583K
|
+30,245
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
+$1.78M
|
+92,160
|
+15%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.9M
|
-$140K
|
-7,290
|
-1%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12M
|
-$759K
|
-39,375
|
-6%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
$10.5M
|
-$2.02M
|
-104,900
|
-16%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$9.18M
|
-$167K
|
-8,690
|
-2%
|
|
|
16
|
|
$8.5M
|
+$1.12M
|
+58,050
|
+15%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$8.44M
|
+$1.74M
|
+90,305
|
+26%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$7.38M
|
+$194K
|
+10,045
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.08M
|
+$412K
|
+21,385
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.03M
|
-$117K
|
-6,055
|
-2%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.32M
|
-$81.4K
|
-4,225
|
-1%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.55M
|
-$56.1K
|
-2,910
|
-1%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$5.37M
|
-$61.8K
|
-3,210
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.86M
|
-$5.62M
|
-291,590
|
-54%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$4.34M
|
-$17.4K
|
-905
|
-0.4%
|
|
