|
1
|
DZ Bank
Frankfurt Am Main,
Germany
|
$744M
|
–
|
–
|
–
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$175M
|
+$9.28M
|
+89,512
|
+6%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$168M
|
+$7.76M
|
+74,854
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$51.1M
|
-492,601
|
-32%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$83.3M
|
+$7.46M
|
+71,977
|
+10%
|
|
|
6
|
|
$65M
|
+$55.8M
|
+538,283
|
+638%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$59M
|
+$1.53M
|
+14,709
|
+3%
|
|
|
8
|
L.J. Altfest & Co
New York
|
$40.3M
|
+$136K
|
+1,307
|
+0.3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.4M
|
+$20.3M
|
+195,518
|
+136%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.3M
|
+$5.07M
|
+48,908
|
+18%
|
|
|
11
|
Parcion Private Wealth
Bellevue,
Washington
|
$32.7M
|
-$990K
|
-9,547
|
-3%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$26.8M
|
+$908K
|
+8,757
|
+4%
|
|
|
13
|
Estate Counselors
Thiensville,
Wisconsin
|
$26.7M
|
-$2.72M
|
-26,250
|
-9%
|
|
|
14
|
|
$25.4M
|
-$878K
|
-8,470
|
-3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$24.6M
|
+$1.59M
|
+15,379
|
+7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
+$4.17M
|
+40,184
|
+21%
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.4M
|
+$628K
|
+6,061
|
+3%
|
|
|
18
|
Eaton Vance Management
Boston,
Massachusetts
|
$19.3M
|
+$17.4M
|
+167,670
|
+972%
|
|
|
19
|
Keating Investment Counselors
Delray Beach,
Florida
|
$18M
|
-$515K
|
-4,965
|
-3%
|
|
|
20
|
Barber Financial Group
Lenexa,
Kansas
|
$15.4M
|
-$465K
|
-4,486
|
-3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
+$2.95M
|
+28,475
|
+24%
|
|
|
22
|
Rockland Trust
Hanover,
Massachusetts
|
$14.5M
|
+$1.63M
|
+15,672
|
+13%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.5M
|
-$15.3M
|
-148,028
|
-52%
|
|
|
24
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.7M
|
+$885K
|
+8,535
|
+7%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$12.8M
|
+$1.37M
|
+13,234
|
+12%
|
|
