|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$314M
|
+$12.9M
|
+506,140
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$133M
|
-$3.36M
|
-131,500
|
-2%
|
|
|
3
|
|
$97.8M
|
-$5.45M
|
-213,150
|
-5%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$77.6M
|
+$845K
|
+33,060
|
+1%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$71.2M
|
+$5.74M
|
+224,495
|
+9%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$59M
|
-$4.84M
|
-189,505
|
-8%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$36.1M
|
+$1.1M
|
+43,045
|
+3%
|
|
|
8
|
|
$34.6M
|
-$1.86M
|
-72,650
|
-5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.4M
|
+$3.43M
|
+134,180
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
-$507K
|
-19,830
|
-2%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$26.4M
|
+$397K
|
+15,545
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.4M
|
+$4.23M
|
+165,670
|
+26%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$20.1M
|
-$841K
|
-32,905
|
-4%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$19M
|
+$925K
|
+36,205
|
+5%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$18M
|
+$288K
|
+11,275
|
+2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$224K
|
+8,760
|
+1%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15.7M
|
-$4.99M
|
-195,420
|
-24%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$15.6M
|
-$139K
|
-5,420
|
-0.9%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15M
|
+$1.26M
|
+49,435
|
+9%
|
|
|
20
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$13.1M
|
+$60.1K
|
+2,350
|
+0.5%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$10.9M
|
-$53K
|
-2,075
|
-0.5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$56K
|
-2,190
|
-0.5%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$10.3M
|
+$1.92M
|
+75,095
|
+23%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
+$11.6K
|
+455
|
+0.1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.48M
|
+$74.8K
|
+2,925
|
+0.8%
|
|
