|
1
|
Cerity Partners OCIO
New York
|
$161M
|
+$4.1M
|
+150,290
|
+2%
|
|
|
2
|
|
$132M
|
-$7.73M
|
-283,138
|
-5%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$106M
|
+$434K
|
+15,892
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$90.5M
|
-$4.68M
|
-171,398
|
-5%
|
|
|
5
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$60.9M
|
+$4.8K
|
+176
|
+0%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$56M
|
+$4.44M
|
+162,749
|
+8%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$49.9M
|
+$2.65M
|
+97,211
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
-$2.6M
|
-95,107
|
-6%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$29.5M
|
+$901K
|
+33,030
|
+3%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$26.7M
|
+$29.3M
|
+1,074,528
|
New
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$21.5M
|
+$393K
|
+14,404
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
-$5.39M
|
-197,492
|
-20%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$19.7M
|
+$1.44M
|
+52,789
|
+7%
|
|
|
14
|
Clarius Group LLC
Seattle,
Washington
|
$16.7M
|
+$992K
|
+36,367
|
+6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.6M
|
-$1.16M
|
-42,367
|
-6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$2.41M
|
-88,423
|
-14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
-$1.74M
|
-63,595
|
-11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
-$15.3M
|
-561,302
|
-54%
|
|
|
19
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.3M
|
+$172K
|
+6,315
|
+1%
|
|
|
20
|
Howard Financial Services
Dallas,
Texas
|
$10.1M
|
-$568K
|
-20,817
|
-5%
|
|
|
21
|
White Pine Investment Company
Livonia,
Michigan
|
$9.91M
|
+$155K
|
+5,677
|
+1%
|
|
|
22
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.82M
|
-$288K
|
-10,547
|
-3%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$8.15M
|
-$1.13M
|
-41,491
|
-11%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.49M
|
+$299K
|
+10,972
|
+4%
|
|
|
25
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$6.99M
|
-$33.2K
|
-1,217
|
-0.4%
|
|
