|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31.5M
|
+$30.5M
|
+510,838
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
+$26.1M
|
+437,499
|
New
|
|
|
3
|
|
$22.3M
|
+$20.4M
|
+342,212
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
+$17.5M
|
+292,901
|
New
|
|
|
5
|
|
$17.3M
|
+$16.8M
|
+280,542
|
New
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$15.5M
|
+$15M
|
+250,871
|
New
|
|
|
7
|
Managed Account Advisors
Jersey City,
New Jersey
|
$13.8M
|
+$13.4M
|
+223,496
|
New
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.8M
|
+$11.4M
|
+191,612
|
New
|
|
|
9
|
|
$9.83M
|
+$9.52M
|
+159,308
|
New
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$9.2M
|
+$8.9M
|
+149,054
|
New
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.12M
|
+$7.86M
|
+131,526
|
New
|
|
|
12
|
|
$7.86M
|
+$7.6M
|
+127,273
|
New
|
|
|
13
|
|
$6.7M
|
+$6.48M
|
+108,503
|
New
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.47M
|
+$6.27M
|
+104,871
|
New
|
|
|
15
|
|
$6.22M
|
+$6.02M
|
+100,799
|
New
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$6.13M
|
+$5.93M
|
+99,243
|
New
|
|
|
17
|
Monroe Bank & Trust
Monroe,
Michigan
|
$5.4M
|
+$5.23M
|
+87,477
|
New
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
$4.83M
|
+$4.67M
|
+78,235
|
New
|
|
|
19
|
CIBC Bank USA
Chicago,
Illinois
|
$4.63M
|
+$4.48M
|
+75,056
|
New
|
|
|
20
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.17M
|
+$4.04M
|
+67,572
|
New
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.67M
|
+$3.56M
|
+59,531
|
New
|
|
|
22
|
Connective Capital Management
Palo Alto,
California
|
$3.09M
|
+$2.99M
|
+50,071
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.05M
|
+$2.95M
|
+49,345
|
New
|
|
|
24
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.94M
|
+$2.84M
|
+47,559
|
New
|
|
|
25
|
Mutual of America Capital Management
New York
|
$2.75M
|
+$2.66M
|
+44,606
|
New
|
|
