|
1
|
|
$143M
|
+$22M
|
+859,140
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
+$328K
|
+12,825
|
+0.3%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$75.7M
|
-$332K
|
-12,985
|
-0.4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$54M
|
+$2.83M
|
+110,750
|
+6%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.9M
|
-$1.9M
|
-74,285
|
-4%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$46.1M
|
+$3.56M
|
+139,405
|
+9%
|
|
|
7
|
|
$41.1M
|
+$1.23M
|
+48,135
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$36.6M
|
+$1.42M
|
+55,425
|
+4%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$36M
|
+$2.19M
|
+85,855
|
+7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.7M
|
+$205K
|
+8,010
|
+0.7%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$24.1M
|
+$13.9M
|
+542,935
|
+141%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
+$704K
|
+27,540
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$969K
|
+37,935
|
+7%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14M
|
-$1.13M
|
-44,300
|
-8%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$13.9M
|
+$13.6M
|
+533,665
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
+$186K
|
+7,290
|
+2%
|
|
|
17
|
Delphi Private Advisors
San Diego,
California
|
$11.5M
|
-$460K
|
-18,010
|
-4%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.1M
|
+$154K
|
+6,035
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.77M
|
-$11.4K
|
-445
|
-0.1%
|
|
|
20
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.76M
|
-$984K
|
-38,500
|
-9%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.69M
|
+$736K
|
+28,790
|
+8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$8.64M
|
+$51.4K
|
+2,010
|
+0.6%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$8.06M
|
+$85.7K
|
+3,355
|
+1%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.91M
|
+$59.8K
|
+2,340
|
+0.8%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$6.83M
|
+$41K
|
+1,605
|
+0.6%
|
|
