|
1
|
|
$134M
|
+$2.36M
|
+23,519
|
+2%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$86.9M
|
-$786K
|
-7,841
|
-0.9%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$63.1M
|
+$6.11M
|
+60,990
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$58.5M
|
-$13.4M
|
-133,883
|
-19%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$43.9M
|
+$1.3M
|
+12,954
|
+3%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$41.9M
|
-$1.59M
|
-15,814
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
+$1.4M
|
+13,960
|
+4%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$22.3M
|
-$2.47M
|
-24,638
|
-10%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.3M
|
+$692K
|
+6,908
|
+4%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$18.4M
|
+$1.83M
|
+18,284
|
+11%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$14.2M
|
+$14.3M
|
+142,480
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$2.58M
|
+25,786
|
+23%
|
|
|
13
|
L.J. Altfest & Co
New York
|
$10.4M
|
+$10.5M
|
+104,301
|
New
|
|
|
14
|
|
$9.8M
|
+$899K
|
+8,972
|
+10%
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$9.43M
|
+$9.47M
|
+94,458
|
New
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$8.93M
|
+$847K
|
+8,455
|
+10%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.45M
|
+$1.41M
|
+14,039
|
+20%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$7.87M
|
-$1.97M
|
-19,623
|
-20%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
$7.7M
|
+$222K
|
+2,214
|
+3%
|
|
|
20
|
Horan Capital Management
Hunt Valley,
Maryland
|
$7.68M
|
+$7.71M
|
+76,944
|
New
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$7.33M
|
+$710K
|
+7,082
|
+11%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.25M
|
+$5.08M
|
+50,662
|
+231%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.13M
|
-$118K
|
-1,181
|
-2%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
$6.83M
|
+$1.11M
|
+11,031
|
+19%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.75M
|
+$231K
|
+2,304
|
+4%
|
|
