|
1
|
|
$365M
|
-$4.49M
|
-205,565
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$4.74M
|
+217,010
|
+5%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$65.5M
|
-$1.01M
|
-46,305
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43.6M
|
+$371K
|
+17,010
|
+0.9%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$39.3M
|
+$4.85M
|
+222,075
|
+15%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$37.5M
|
+$2.79M
|
+127,665
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$32.8M
|
-$2.28M
|
-104,175
|
-7%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$31.8M
|
+$848K
|
+38,820
|
+3%
|
|
|
9
|
|
$29.2M
|
+$533K
|
+24,410
|
+2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.2M
|
-$48.3K
|
-2,210
|
-0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$1.85M
|
+84,710
|
+12%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$16.2M
|
-$232K
|
-10,625
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$15.4M
|
+$3.19M
|
+146,230
|
+28%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
$11.9M
|
+$26.2K
|
+1,200
|
+0.2%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$10.6M
|
-$48.8K
|
-2,235
|
-0.5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.46M
|
-$5.74M
|
-262,760
|
-39%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.27M
|
-$2.1M
|
-96,330
|
-19%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$8.88M
|
+$85K
|
+3,890
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.48M
|
+$137K
|
+6,265
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.12M
|
+$568K
|
+26,000
|
+8%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$7.37M
|
+$1.45M
|
+66,550
|
+27%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.65M
|
-$107K
|
-4,915
|
-2%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$6.33M
|
+$3.06K
|
+140
|
+0.1%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$5.87M
|
-$557K
|
-25,500
|
-9%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$5.34M
|
-$2.56M
|
-117,115
|
-34%
|
|
