|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$123M
|
-$2.08M
|
-21,048
|
-2%
|
|
|
2
|
|
$112M
|
-$21.8M
|
-220,375
|
-16%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$85.2M
|
+$7.11M
|
+71,850
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67.7M
|
+$5.52M
|
+55,794
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$48.7M
|
+$1.95M
|
+19,671
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$41.2M
|
+$3.25M
|
+32,857
|
+9%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$39.6M
|
+$823K
|
+8,310
|
+2%
|
|
|
8
|
|
$33.2M
|
+$20.7M
|
+209,230
|
+165%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$32.4M
|
+$656K
|
+6,623
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
+$3.88M
|
+39,217
|
+15%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$28.8M
|
+$2.28M
|
+22,989
|
+9%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$23.7M
|
-$429K
|
-4,331
|
-2%
|
|
|
13
|
Keating Investment Counselors
Delray Beach,
Florida
|
$22.2M
|
+$22.2M
|
+224,488
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
+$10.7M
|
+108,321
|
+119%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$17.5M
|
+$641K
|
+6,477
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$10.1M
|
+102,302
|
+228%
|
|
|
17
|
BBVA USA Bancshares
Houston,
Texas
|
$13M
|
+$3.02M
|
+30,483
|
+30%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$12.2M
|
-$133K
|
-1,346
|
-1%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$12.1M
|
+$10.4K
|
+105
|
+0.1%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.1M
|
+$974K
|
+9,834
|
+10%
|
|
|
21
|
Barber Financial Group
Lenexa,
Kansas
|
$10.6M
|
+$499K
|
+5,042
|
+5%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$10.6M
|
+$10.6M
|
+107,186
|
New
|
|
|
23
|
Bank of New York Mellon
New York
|
$10.4M
|
+$75.2K
|
+760
|
+0.7%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$10M
|
+$62K
|
+626
|
+0.6%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$10M
|
+$1.36M
|
+13,761
|
+16%
|
|
