|
1
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$3.55M
|
+152,490
|
+3%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$66.2M
|
+$118K
|
+5,075
|
+0.2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43.2M
|
-$869K
|
-37,370
|
-2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$39.3M
|
+$1.43M
|
+61,485
|
+4%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$36.4M
|
-$3.29M
|
-141,260
|
-8%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$34.2M
|
+$2.12M
|
+91,275
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33.4M
|
+$297K
|
+12,760
|
+0.9%
|
|
|
8
|
|
$31.8M
|
+$2.3M
|
+98,770
|
+8%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.7M
|
+$192K
|
+8,275
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$18.1M
|
+$2.64M
|
+113,695
|
+17%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
-$1.26M
|
-54,105
|
-7%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.7M
|
-$2.64M
|
-113,705
|
-16%
|
|
|
13
|
Delphi Private Advisors
San Diego,
California
|
$10.9M
|
-$1.1M
|
-47,085
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.84M
|
+$280K
|
+12,040
|
+3%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$9.67M
|
-$1.04M
|
-44,600
|
-10%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$9.35M
|
+$373K
|
+16,015
|
+4%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.27M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.05M
|
+$485K
|
+20,845
|
+6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.92M
|
-$283K
|
-12,170
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$7.22M
|
-$84.9K
|
-3,650
|
-1%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.74M
|
+$25.4K
|
+1,090
|
+0.4%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$6.63M
|
+$1.24M
|
+53,435
|
+23%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$6.16M
|
-$231K
|
-9,925
|
-4%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$5.95M
|
+$22.9K
|
+985
|
+0.4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.37M
|
+$549K
|
+23,590
|
+11%
|
|
