|
1
|
|
$197M
|
-$9.63M
|
-330,657
|
-5%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$137M
|
-$18.9M
|
-647,831
|
-12%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$122M
|
-$5.58M
|
-191,827
|
-4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$107M
|
-$11.8M
|
-406,986
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$97.9M
|
+$2.74M
|
+93,988
|
+3%
|
|
|
6
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$92.7M
|
+$16M
|
+550,000
|
+21%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$52.4M
|
+$1.29M
|
+44,427
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$51.6M
|
-$7.82M
|
-268,605
|
-13%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$44M
|
+$9.44M
|
+324,254
|
+28%
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$33.5M
|
+$102K
|
+3,519
|
+0.3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.1M
|
+$4.48M
|
+153,746
|
+19%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$24.6M
|
-$321K
|
-11,032
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$23.5M
|
-$5.23M
|
-179,751
|
-19%
|
|
|
14
|
|
$23M
|
+$16.2M
|
+557,656
|
+257%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$23M
|
-$6.17M
|
-211,843
|
-21%
|
|
|
16
|
Paracle Advisors
Mercer Island,
Washington
|
$22.1M
|
+$941K
|
+32,315
|
+5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
-$744K
|
-25,546
|
-4%
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
$19.8M
|
-$8.57M
|
-294,292
|
-31%
|
|
|
19
|
Executive Wealth Management
Brighton,
Michigan
|
$18.5M
|
+$789K
|
+27,101
|
+5%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.5M
|
-$8.27M
|
-284,073
|
-35%
|
|
|
21
|
Clarius Group LLC
Seattle,
Washington
|
$15.4M
|
-$295K
|
-10,127
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
-$1.96M
|
-67,225
|
-12%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$12M
|
-$98.1K
|
-3,371
|
-0.8%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.4M
|
+$5.09M
|
+174,910
|
+84%
|
|
|
25
|
SlateStone Wealth
Jupiter,
Florida
|
$11.4M
|
+$1.39M
|
+47,669
|
+14%
|
|
