|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$153M
|
-$52.1K
|
-519
|
-0%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$132M
|
+$11.1M
|
+110,928
|
+9%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$119M
|
+$1.67M
|
+16,667
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$83.9M
|
+$8.88M
|
+88,547
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$61.6M
|
-$15.2M
|
-151,080
|
-20%
|
|
|
6
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$60.3M
|
–
|
–
|
–
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$52.8M
|
+$2.18M
|
+21,696
|
+4%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$40.9M
|
+$2.73M
|
+27,180
|
+7%
|
|
|
9
|
L.J. Altfest & Co
New York
|
$36.8M
|
-$205K
|
-2,046
|
-0.6%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$33.7M
|
-$1.26M
|
-12,537
|
-4%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$26.3M
|
+$493K
|
+4,919
|
+2%
|
|
|
12
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$24.9M
|
+$24.8M
|
+246,855
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$22.8M
|
+$22.7M
|
+226,140
|
New
|
|
|
14
|
|
$21.6M
|
+$1.6M
|
+15,958
|
+8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
-$7.91M
|
-78,823
|
-29%
|
|
|
16
|
Curi RMB Capital
Chicago,
Illinois
|
$18.6M
|
+$18.5M
|
+184,464
|
New
|
|
|
17
|
Keating Investment Counselors
Delray Beach,
Florida
|
$17.6M
|
-$467K
|
-4,655
|
-3%
|
|
|
18
|
WestEnd Advisors
Charlotte,
North Carolina
|
$16.3M
|
+$1.45M
|
+14,472
|
+10%
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
$15.3M
|
+$15.3M
|
+152,213
|
New
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.3M
|
+$1.48M
|
+14,764
|
+11%
|
|
|
21
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.5M
|
+$14.5M
|
+144,175
|
New
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$6.06M
|
+60,432
|
+78%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
+$2.86M
|
+28,477
|
+27%
|
|
|
24
|
Barber Financial Group
Lenexa,
Kansas
|
$13.4M
|
+$701K
|
+6,991
|
+6%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
+$1.52M
|
+15,184
|
+13%
|
|
