|
1
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
-$204K
|
-8,575
|
-0.2%
|
|
|
2
|
|
$117M
|
-$4.06M
|
-170,520
|
-4%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$73.3M
|
+$1.46M
|
+61,345
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$49.3M
|
+$3.62M
|
+152,370
|
+8%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$48.1M
|
+$1.64M
|
+68,810
|
+4%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$41M
|
+$1.89M
|
+79,270
|
+5%
|
|
|
7
|
|
$38.5M
|
+$4.24M
|
+178,325
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
-$960K
|
-40,385
|
-3%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$32.6M
|
-$2.06M
|
-86,535
|
-6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.5M
|
+$414K
|
+17,410
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$1.46M
|
+61,295
|
+8%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.6M
|
-$118K
|
-4,950
|
-0.8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
-$105K
|
-4,420
|
-0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.9M
|
+$396K
|
+16,645
|
+4%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
$11.5M
|
-$173K
|
-7,265
|
-2%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$10.6M
|
+$190K
|
+8,000
|
+2%
|
|
|
17
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.4M
|
+$9.85M
|
+414,350
|
New
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$9.64M
|
+$9.14M
|
+384,410
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.44M
|
-$286K
|
-12,005
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.63M
|
+$91.2K
|
+3,835
|
+1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$8.29M
|
+$225K
|
+9,465
|
+3%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$7.71M
|
+$112K
|
+4,720
|
+2%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.4M
|
+$65.6K
|
+2,760
|
+1%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.65M
|
-$678K
|
-28,490
|
-10%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$6.55M
|
+$73.4K
|
+3,085
|
+1%
|
|
