|
1
|
Personal Capital Advisors
Redwood City,
California
|
$141M
|
+$9.47M
|
+94,233
|
+7%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$91.7M
|
-$58.9M
|
-585,536
|
-39%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$89.5M
|
+$6.3M
|
+62,632
|
+8%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$53.2M
|
+$830K
|
+8,259
|
+2%
|
|
|
5
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$44.9M
|
-$14.9M
|
-148,720
|
-25%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$44.3M
|
-$16.9M
|
-167,923
|
-27%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$41.4M
|
+$825K
|
+8,203
|
+2%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$28M
|
-$5.47M
|
-54,369
|
-16%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$24.1M
|
+$1.49M
|
+14,799
|
+7%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$23.8M
|
-$2.26M
|
-22,512
|
-9%
|
|
|
11
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$21.7M
|
-$2.99M
|
-29,762
|
-12%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.4M
|
+$8.19M
|
+81,475
|
+61%
|
|
|
13
|
L.J. Altfest & Co
New York
|
$20.3M
|
-$16.2M
|
-161,582
|
-44%
|
|
|
14
|
Parcion Private Wealth
Bellevue,
Washington
|
$20.1M
|
+$4.96M
|
+49,314
|
+32%
|
|
|
15
|
|
$19.2M
|
-$2.15M
|
-21,378
|
-10%
|
|
|
16
|
Estate Counselors
Thiensville,
Wisconsin
|
$18.4M
|
+$4.03M
|
+40,130
|
+28%
|
|
|
17
|
Keating Investment Counselors
Delray Beach,
Florida
|
$17.7M
|
+$293K
|
+2,915
|
+2%
|
|
|
18
|
Barber Financial Group
Lenexa,
Kansas
|
$17.1M
|
+$3.79M
|
+37,676
|
+28%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
-$2.64M
|
-26,238
|
-14%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$16.2M
|
+$77K
|
+766
|
+0.5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.8M
|
+$1.99M
|
+19,782
|
+14%
|
|
|
22
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$13.2M
|
+$380K
|
+3,782
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
-$515K
|
-5,128
|
-4%
|
|
|
24
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.1M
|
-$332K
|
-3,305
|
-3%
|
|
|
25
|
American Money Management
Rancho Santa Fe,
California
|
$11.3M
|
+$7.24K
|
+72
|
+0.1%
|
|
