|
1
|
|
$176M
|
-$28.1M
|
-906,035
|
-14%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$148M
|
+$6.65M
|
+214,239
|
+5%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$128M
|
+$1.9M
|
+61,169
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$1.45M
|
+46,782
|
+1%
|
|
|
5
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$95.8M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$89.3M
|
-$21.8M
|
-701,992
|
-19%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$53.4M
|
-$713K
|
-22,976
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$51.9M
|
-$1.45M
|
-46,894
|
-3%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$49.3M
|
+$3.79M
|
+122,136
|
+8%
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$34.7M
|
-$285K
|
-9,183
|
-0.8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$32M
|
+$1.91M
|
+61,576
|
+6%
|
|
|
12
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$27.2M
|
+$19M
|
+612,957
|
+224%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$25.6M
|
+$205K
|
+6,596
|
+0.8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
+$441K
|
+14,230
|
+2%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$23.7M
|
+$23.9M
|
+771,582
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$22.2M
|
-$2.09M
|
-67,349
|
-9%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$20.2M
|
-$212K
|
-6,824
|
-1%
|
|
|
18
|
Executive Wealth Management
Brighton,
Michigan
|
$18.7M
|
-$425K
|
-13,712
|
-2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.5M
|
+$425K
|
+13,713
|
+3%
|
|
|
20
|
Clarius Group LLC
Seattle,
Washington
|
$16.3M
|
+$358K
|
+11,542
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
-$533K
|
-17,172
|
-3%
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.5M
|
+$746K
|
+24,066
|
+6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$8.87M
|
-285,869
|
-42%
|
|
|
24
|
SlateStone Wealth
Jupiter,
Florida
|
$12M
|
+$286K
|
+9,236
|
+2%
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$11.9M
|
+$132K
|
+4,263
|
+1%
|
|
