|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
-$8.41M
|
-83,945
|
-5%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$121M
|
+$9.62M
|
+96,045
|
+9%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$117M
|
+$2.99M
|
+29,863
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$76.4M
|
+$5.83M
|
+58,211
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$74.6M
|
-$2.3M
|
-22,944
|
-3%
|
|
|
6
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$59.9M
|
+$59.9M
|
+598,384
|
New
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$50.3M
|
+$840K
|
+8,386
|
+2%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38M
|
+$3.09M
|
+30,822
|
+9%
|
|
|
9
|
L.J. Altfest & Co
New York
|
$36.8M
|
-$3.12M
|
-31,161
|
-8%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$34.8M
|
+$2.44M
|
+24,395
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
-$5.12M
|
-51,097
|
-16%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$25.6M
|
+$447K
|
+4,461
|
+2%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$20.3M
|
+$3.67M
|
+36,684
|
+22%
|
|
|
14
|
|
$19.8M
|
-$4.16M
|
-41,556
|
-17%
|
|
|
15
|
Keating Investment Counselors
Delray Beach,
Florida
|
$17.9M
|
+$893K
|
+8,917
|
+5%
|
|
|
16
|
WestEnd Advisors
Charlotte,
North Carolina
|
$14.7M
|
+$3.23M
|
+32,238
|
+28%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.7M
|
+$1.06M
|
+10,543
|
+8%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$12.7M
|
-$1.04M
|
-10,376
|
-8%
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
$12.6M
|
+$382K
|
+3,813
|
+3%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.9M
|
-$32.1K
|
-320
|
-0.3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.8M
|
+$1.03M
|
+10,281
|
+10%
|
|
|
22
|
American Money Management
Rancho Santa Fe,
California
|
$11M
|
+$788K
|
+7,864
|
+8%
|
|
|
23
|
Pasadena Private Wealth
Pasadena,
California
|
$10.9M
|
+$94.4K
|
+942
|
+0.9%
|
|
|
24
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$10.8M
|
+$187K
|
+1,862
|
+2%
|
|
|
25
|
|
$10.7M
|
-$2.92M
|
-29,148
|
-21%
|
|
