|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$335M
|
-$7.36M
|
-279,255
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
-$3.53M
|
-134,160
|
-3%
|
|
|
3
|
|
$95.2M
|
-$3.64M
|
-138,055
|
-4%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$80.8M
|
-$2.15M
|
-81,470
|
-3%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$61.9M
|
+$443K
|
+16,810
|
+0.7%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$49.4M
|
+$13.1M
|
+497,460
|
+38%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$37.7M
|
-$921K
|
-34,950
|
-2%
|
|
|
8
|
|
$34.4M
|
+$63.2K
|
+2,400
|
+0.2%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$29.7M
|
+$373K
|
+14,175
|
+1%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$20.9M
|
+$402K
|
+15,260
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$20.5M
|
-$11M
|
-417,710
|
-36%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.2M
|
-$2.04M
|
-77,440
|
-8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$1.88M
|
+71,235
|
+11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
+$379K
|
+14,405
|
+2%
|
|
|
15
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.3M
|
-$1.84M
|
-69,785
|
-13%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$100K
|
+3,800
|
+0.9%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$11.5M
|
+$687K
|
+26,065
|
+7%
|
|
|
18
|
Accredited Investors
Edina,
Minnesota
|
$11M
|
+$333K
|
+12,645
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$45.7K
|
-1,735
|
-0.4%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$10.2M
|
+$2.12M
|
+80,505
|
+27%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.89M
|
-$802K
|
-30,425
|
-8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.88M
|
-$273K
|
-10,365
|
-3%
|
|
|
23
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.84M
|
+$7.55M
|
+286,575
|
New
|
|
|
24
|
Cerity Partners OCIO
New York
|
$7.15M
|
-$71.2M
|
-2,702,325
|
-91%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$5.68M
|
-$696K
|
-26,435
|
-11%
|
|
