|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$110M
|
-$19.8M
|
-99,650
|
-15%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$22M
|
+$1.54M
|
+7,758
|
+7%
|
|
|
3
|
Cliffwater
Marina Del Rey,
California
|
$19.9M
|
–
|
–
|
–
|
|
|
4
|
Diversified Trust
Memphis,
Tennessee
|
$16.8M
|
+$5.36K
|
+27
|
+0%
|
|
|
5
|
|
$14M
|
+$2.95M
|
+14,842
|
+25%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$913K
|
+4,600
|
+7%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.8M
|
+$691K
|
+3,484
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$4.3M
|
-21,673
|
-28%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$10.5M
|
-$499K
|
-2,512
|
-4%
|
|
|
10
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$10M
|
–
|
–
|
–
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$9.91M
|
-$914K
|
-4,603
|
-8%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$8.54M
|
-$3.53M
|
-17,800
|
-28%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$8.4M
|
+$143K
|
+721
|
+2%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$7.59M
|
-$388K
|
-1,954
|
-5%
|
|
|
15
|
Brown Advisory
Baltimore,
Maryland
|
$7.45M
|
–
|
–
|
–
|
|
|
16
|
Pitcairn
Conshohocken,
Pennsylvania
|
$7.01M
|
-$249K
|
-1,257
|
-3%
|
|
|
17
|
Linscomb Wealth
Houston,
Texas
|
$6.66M
|
-$173K
|
-870
|
-2%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$6.56M
|
-$14.4M
|
-72,803
|
-68%
|
|
|
19
|
|
$6.27M
|
-$21.2K
|
-107
|
-0.3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.11M
|
+$298K
|
+1,500
|
+5%
|
|
|
21
|
Wealthstream Advisors
New York
|
$5.82M
|
+$470K
|
+2,368
|
+8%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$5.52M
|
+$333K
|
+1,678
|
+6%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.46M
|
-$1.46M
|
-7,351
|
-24%
|
|
|
24
|
IEQ Capital
Foster City,
California
|
$4.05M
|
-$35.5K
|
-179
|
-0.8%
|
|
|
25
|
|
$3.74M
|
-$16.8M
|
-84,460
|
-81%
|
|
