|
1
|
Bank of America
Charlotte,
North Carolina
|
$147M
|
+$118M
|
+4,129,890
|
+393%
|
|
|
2
|
|
$127M
|
-$1.25M
|
-43,710
|
-1%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$81.6M
|
-$2.86M
|
-100,280
|
-3%
|
|
|
4
|
|
$80.3M
|
-$2.24M
|
-78,360
|
-3%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$75.6M
|
+$5.77M
|
+202,185
|
+8%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$66.3M
|
-$3.51M
|
-122,955
|
-5%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$59.7M
|
+$3.91M
|
+136,760
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
-$8.37M
|
-293,015
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$34.2M
|
+$1.57M
|
+54,940
|
+5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$30M
|
-$1.56M
|
-54,690
|
-5%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$29.4M
|
+$290K
|
+10,165
|
+1%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.7M
|
-$346K
|
-12,110
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$21.8M
|
+$5.77M
|
+202,020
|
+36%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$19.6M
|
+$437K
|
+15,315
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$961K
|
+33,660
|
+7%
|
|
|
16
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$13.8M
|
+$59.7K
|
+2,090
|
+0.4%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.9M
|
+$36.3K
|
+1,270
|
+0.3%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$12.1M
|
+$429K
|
+15,020
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$162K
|
+5,670
|
+1%
|
|
|
20
|
Delphi Private Advisors
San Diego,
California
|
$10.8M
|
-$448K
|
-15,670
|
-4%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$10.7M
|
+$1.94M
|
+67,880
|
+22%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
-$92.4K
|
-3,235
|
-0.9%
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.95M
|
+$186K
|
+6,500
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.83M
|
-$264K
|
-9,240
|
-3%
|
|
|
25
|
|
$8.82M
|
+$8M
|
+279,950
|
+936%
|
|
