|
1
|
Moran Wealth Management
Naples,
Florida
|
$55.3M
|
+$55.6M
|
+321,694
|
New
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$36.7M
|
-$3.04M
|
-17,617
|
-8%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$29.6M
|
-$1.01M
|
-5,837
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$913K
|
+5,280
|
+5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$18.8M
|
-$11.3M
|
-65,281
|
-37%
|
|
|
6
|
Cliffwater
Marina Del Rey,
California
|
$18M
|
+$1.22M
|
+7,068
|
+7%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$15.1M
|
-$215K
|
-1,243
|
-1%
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$12.3M
|
-$6.88M
|
-39,835
|
-36%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$12.2M
|
+$53.1K
|
+307
|
+0.4%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$10.6M
|
+$9.78M
|
+56,587
|
+1,119%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$9.26M
|
+$77.8K
|
+450
|
+0.8%
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$9.04M
|
+$5.74M
|
+33,190
|
+171%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.58M
|
-$394K
|
-2,281
|
-4%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$6.77M
|
+$766K
|
+4,430
|
+13%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$6.69M
|
+$173K
|
+1,003
|
+3%
|
|
|
16
|
|
$6.63M
|
-$15.1M
|
-87,510
|
-69%
|
|
|
17
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.61M
|
+$133K
|
+770
|
+2%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$6.59M
|
+$179K
|
+1,036
|
+3%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.59M
|
+$3.72M
|
+21,523
|
+128%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.56M
|
+$2.94K
|
+17
|
+0%
|
|
|
21
|
|
$6.5M
|
-$5.21M
|
-30,138
|
-44%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.39M
|
-$1.41M
|
-8,144
|
-18%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$5.79M
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
+$874K
|
+5,054
|
+18%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.71M
|
+$321K
|
+1,859
|
+6%
|
|
