|
1
|
|
$338M
|
+$322M
|
+15,599,745
|
+3,571%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$94.4M
|
-$6.63M
|
-321,205
|
-7%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$60.8M
|
-$1.34M
|
-65,170
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$39.5M
|
-$2.01M
|
-97,445
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
-$2.19M
|
-106,370
|
-7%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$31.6M
|
-$1.4M
|
-67,650
|
-4%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$31.3M
|
-$4.49M
|
-217,735
|
-13%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$28.2M
|
+$4.23M
|
+204,845
|
+18%
|
|
|
9
|
|
$26.2M
|
+$372K
|
+18,035
|
+1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$986K
|
+47,790
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$11M
|
-532,085
|
-42%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15M
|
-$31.9K
|
-1,545
|
-0.2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
-$1.02M
|
-49,655
|
-7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$1.74M
|
+84,370
|
+19%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
$10.9M
|
-$475K
|
-23,005
|
-4%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$10.5M
|
-$2.46M
|
-119,345
|
-19%
|
|
|
17
|
Kinsight LLC
Birmingham,
Alabama
|
$9.74M
|
-$205K
|
-9,940
|
-2%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$8.04M
|
+$48.9K
|
+2,370
|
+0.6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.62M
|
-$51.6K
|
-2,500
|
-0.7%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$7.35M
|
+$2.58M
|
+125,290
|
+56%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.87M
|
-$725K
|
-35,145
|
-10%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.19M
|
+$166K
|
+8,040
|
+3%
|
|
|
23
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$5.9M
|
-$929K
|
-45,045
|
-14%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$5.79M
|
-$30.4K
|
-1,475
|
-0.5%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.24M
|
+$722
|
+35
|
+0%
|
|
