|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$300M
|
+$4.55M
|
+179,895
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
-$1.22M
|
-48,105
|
-0.9%
|
|
|
3
|
|
$103M
|
-$6.45M
|
-254,910
|
-6%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$76.7M
|
+$922K
|
+36,435
|
+1%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$65.4M
|
+$7.43M
|
+293,920
|
+13%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$63.8M
|
-$3.13M
|
-123,865
|
-5%
|
|
|
7
|
|
$36.4M
|
-$25.2M
|
-994,945
|
-41%
|
|
|
8
|
Waddell & Associates
Memphis,
Tennessee
|
$35M
|
+$5.36M
|
+211,960
|
+18%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$30.2M
|
-$560K
|
-22,135
|
-2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.9M
|
+$862K
|
+34,065
|
+3%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$26M
|
+$612K
|
+24,175
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$21M
|
-$2.42M
|
-95,675
|
-10%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$20.7M
|
-$3.15M
|
-124,715
|
-13%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$18.1M
|
+$405K
|
+16,025
|
+2%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$17.7M
|
-$121K
|
-4,785
|
-0.7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$613K
|
+24,230
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.1M
|
-$9.93M
|
-392,405
|
-38%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$15.6M
|
+$3.57M
|
+141,005
|
+30%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.9M
|
-$2.7M
|
-106,755
|
-17%
|
|
|
20
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$13M
|
+$916K
|
+36,220
|
+8%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$10.9M
|
+$518K
|
+20,470
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$202K
|
+7,985
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
-$65.3K
|
-2,580
|
-0.6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.39M
|
+$528K
|
+20,860
|
+6%
|
|
|
25
|
Delphi Private Advisors
San Diego,
California
|
$8.44M
|
-$140K
|
-5,520
|
-2%
|
|
