|
1
|
Cerity Partners OCIO
New York
|
$184M
|
+$5.42M
|
+185,524
|
+3%
|
|
|
2
|
|
$162M
|
-$1.54M
|
-52,742
|
-0.9%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$124M
|
+$1.76M
|
+60,307
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$111M
|
+$11.7M
|
+401,244
|
+12%
|
|
|
5
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$71.3M
|
-$19.7M
|
-673,536
|
-22%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60.7M
|
+$5.74M
|
+196,416
|
+10%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$55.6M
|
+$1.98M
|
+67,686
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$48.5M
|
+$1.33M
|
+45,405
|
+3%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$33.6M
|
+$1.67M
|
+57,289
|
+5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$30.6M
|
-$39.3M
|
-1,343,938
|
-56%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.3M
|
-$3.37M
|
-115,296
|
-10%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$24.8M
|
+$412K
|
+14,107
|
+2%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$21.5M
|
+$939K
|
+32,116
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$1.61M
|
+54,958
|
+8%
|
|
|
15
|
Clarius Group LLC
Seattle,
Washington
|
$19.1M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$1.72M
|
-58,881
|
-9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$2.22M
|
+75,867
|
+16%
|
|
|
18
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$13.1M
|
-$112K
|
-3,816
|
-0.8%
|
|
|
19
|
Howard Financial Services
Dallas,
Texas
|
$12.4M
|
+$1.08M
|
+37,024
|
+10%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$11.4M
|
+$179K
|
+6,128
|
+2%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$10.7M
|
+$2.7M
|
+92,468
|
+33%
|
|
|
22
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$10.6M
|
+$13.4K
|
+458
|
+0.1%
|
|
|
23
|
|
$8.45M
|
+$8.48M
|
+289,992
|
New
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.44M
|
-$2.19M
|
-74,945
|
-21%
|
|
|
25
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$8.21M
|
-$5.47K
|
-187
|
-0.1%
|
|
