|
1
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
+$785K
|
+29,970
|
+0.6%
|
|
|
2
|
|
$117M
|
-$26.1M
|
-994,730
|
-18%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$75.6M
|
+$499K
|
+19,030
|
+0.7%
|
|
|
4
|
|
$72M
|
+$31.7M
|
+1,208,990
|
+76%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$67.6M
|
+$20.4M
|
+776,705
|
+42%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$59.2M
|
+$5.73M
|
+218,635
|
+11%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$48.6M
|
+$2.85M
|
+108,620
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$38.9M
|
+$2.64M
|
+100,730
|
+7%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$32.1M
|
-$3.65M
|
-139,120
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$28.9M
|
+$6.35M
|
+242,375
|
+28%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.5M
|
-$960K
|
-36,625
|
-3%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$25.8M
|
+$1.89M
|
+72,085
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$16.5M
|
+$1.27M
|
+48,595
|
+8%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$16.4M
|
+$2.67M
|
+101,805
|
+19%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.7M
|
+$826K
|
+31,510
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$3.41K
|
+130
|
+0%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.4M
|
+$354K
|
+13,510
|
+3%
|
|
|
18
|
Delphi Private Advisors
San Diego,
California
|
$11M
|
-$414K
|
-15,800
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.86M
|
+$1.3M
|
+49,675
|
+15%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.62M
|
+$7.34K
|
+280
|
+0.1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.36M
|
-$338K
|
-12,890
|
-3%
|
|
|
22
|
PFS Investments
Duluth,
Georgia
|
$8.26M
|
+$2.52M
|
+96,075
|
+44%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$8.05M
|
+$42.4K
|
+1,620
|
+0.5%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.72M
|
+$27.3K
|
+1,040
|
+0.4%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$6.82M
|
+$38.3K
|
+1,460
|
+0.6%
|
|
