|
1
|
|
$126M
|
-$450K
|
-16,590
|
-0.4%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$82.6M
|
+$958K
|
+35,345
|
+1%
|
|
|
3
|
|
$80.7M
|
+$2.92M
|
+107,880
|
+4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$68.3M
|
+$4.25M
|
+156,745
|
+7%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$68.3M
|
-$4.54M
|
-167,505
|
-6%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$54.6M
|
+$2.08M
|
+76,905
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$41.7M
|
-$290K
|
-10,715
|
-0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$31.9M
|
+$677K
|
+24,980
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.9M
|
+$1.14M
|
+41,880
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
-$100M
|
-3,702,715
|
-78%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$28.4M
|
+$617K
|
+22,780
|
+2%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.5M
|
-$7.03M
|
-259,335
|
-21%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
$18.8M
|
+$1.08M
|
+39,815
|
+6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$15.7M
|
-$2.01M
|
-74,245
|
-12%
|
|
|
15
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$13.5M
|
+$13.1M
|
+484,360
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
+$18.3K
|
+675
|
+0.1%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.6M
|
+$277K
|
+10,220
|
+2%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$11.8M
|
+$2.6M
|
+95,830
|
+30%
|
|
|
19
|
Delphi Private Advisors
San Diego,
California
|
$11M
|
-$856K
|
-31,570
|
-7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$261K
|
+9,620
|
+3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$92.3K
|
+3,405
|
+0.9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.87M
|
-$229K
|
-8,450
|
-2%
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.55M
|
+$9.3M
|
+343,050
|
New
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$8.54M
|
-$144K
|
-5,325
|
-2%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.45M
|
-$31.3K
|
-1,155
|
-0.4%
|
|
