|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$160M
|
-$47M
|
-470,028
|
-23%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$114M
|
+$2.4M
|
+23,967
|
+2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$111M
|
+$10.3M
|
+103,181
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$77.2M
|
+$5.83M
|
+58,305
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$70.8M
|
-$18.5M
|
-184,656
|
-21%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$49.7M
|
+$747K
|
+7,464
|
+2%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$40.1M
|
-$1.96M
|
-19,616
|
-5%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$35M
|
+$1.75M
|
+17,496
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.6M
|
-$3.7M
|
-37,020
|
-10%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$32.4M
|
+$483K
|
+4,831
|
+2%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$25.2M
|
+$196K
|
+1,961
|
+0.8%
|
|
|
12
|
|
$24.1M
|
-$3.54M
|
-35,421
|
-13%
|
|
|
13
|
Keating Investment Counselors
Delray Beach,
Florida
|
$17.1M
|
+$1.33M
|
+13,330
|
+9%
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$16.5M
|
+$2.23M
|
+22,304
|
+16%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$13.7M
|
-$624K
|
-6,233
|
-4%
|
|
|
16
|
|
$13.7M
|
+$2.79M
|
+27,921
|
+26%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.7M
|
+$3.98M
|
+39,813
|
+46%
|
|
|
18
|
Barber Financial Group
Lenexa,
Kansas
|
$12.3M
|
+$1.09M
|
+10,889
|
+10%
|
|
|
19
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.9M
|
+$101K
|
+1,007
|
+0.9%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$11.6M
|
+$2.37M
|
+23,717
|
+26%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$241K
|
-2,407
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.8M
|
-$2.43M
|
-24,266
|
-18%
|
|
|
23
|
Pasadena Private Wealth
Pasadena,
California
|
$10.8M
|
+$10.5M
|
+105,321
|
+5,027%
|
|
|
24
|
|
$10.8M
|
+$5.73M
|
+57,309
|
+115%
|
|
|
25
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$10.6M
|
-$139K
|
-1,389
|
-1%
|
|
