|
1
|
|
$114M
|
+$109M
|
+4,666,495
|
+2,784%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$3.04M
|
-130,070
|
-3%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$67.8M
|
+$453K
|
+19,375
|
+0.7%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43.8M
|
-$158K
|
-6,755
|
-0.4%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$43M
|
+$3.03M
|
+129,505
|
+8%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$36.9M
|
+$2.05M
|
+87,530
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33M
|
-$975K
|
-41,685
|
-3%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$32.8M
|
-$4.16M
|
-177,870
|
-11%
|
|
|
9
|
|
$32.1M
|
-$210K
|
-8,995
|
-0.7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.5M
|
+$473K
|
+20,225
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
+$858K
|
+36,695
|
+5%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.9M
|
-$32K
|
-1,370
|
-0.2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
-$5.18M
|
-221,515
|
-28%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
$11.1M
|
-$50.5K
|
-2,160
|
-0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$845K
|
+36,130
|
+9%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$9.79M
|
+$291K
|
+12,440
|
+3%
|
|
|
17
|
Kinsight LLC
Birmingham,
Alabama
|
$9.25M
|
-$573K
|
-24,515
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.19M
|
-$2.1K
|
-90
|
-0%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.05M
|
+$9K
|
+385
|
+0.1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$7.6M
|
+$182K
|
+7,780
|
+2%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$7.17M
|
+$410K
|
+17,555
|
+6%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.95M
|
-$2.53M
|
-108,245
|
-27%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.79M
|
-$29.1K
|
-1,245
|
-0.4%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$6.11M
|
-$149K
|
-6,380
|
-2%
|
|
|
25
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$5.92M
|
-$117K
|
-5,000
|
-2%
|
|
