|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$318M
|
+$6.21M
|
+246,125
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
-$2.85M
|
-113,200
|
-2%
|
|
|
3
|
|
$91.9M
|
-$5.25M
|
-208,370
|
-5%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$77.1M
|
-$21.2K
|
-840
|
-0%
|
|
|
5
|
Cerity Partners OCIO
New York
|
$75.4M
|
+$4.59M
|
+182,200
|
+7%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$57M
|
-$1.64M
|
-65,005
|
-3%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$35.9M
|
-$46.2K
|
-1,830
|
-0.1%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.2M
|
+$1.05M
|
+41,465
|
+3%
|
|
|
9
|
|
$31.9M
|
-$2.53M
|
-100,180
|
-7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$29.6M
|
+$93.7K
|
+3,715
|
+0.3%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$27.5M
|
+$1.18M
|
+46,880
|
+5%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$19M
|
+$67.6K
|
+2,680
|
+0.4%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17.8M
|
+$9.18M
|
+363,840
|
+62%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$17.8M
|
+$123K
|
+4,860
|
+0.7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
+$289K
|
+11,440
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
-$3.67M
|
-145,705
|
-18%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.2M
|
-$2.43M
|
-96,300
|
-16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
-$9.32M
|
-369,595
|
-47%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.1M
|
-$301K
|
-11,930
|
-3%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$10.1M
|
-$757K
|
-30,010
|
-7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.95M
|
-$157K
|
-6,235
|
-2%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$9.92M
|
-$268K
|
-10,640
|
-3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.43M
|
+$12.4K
|
+490
|
+0.1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$7.47M
|
+$4.75M
|
+188,500
|
+179%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$5.95M
|
-$122K
|
-4,825
|
-2%
|
|
