|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.7M
|
+$1.13M
|
+15,846
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$38.8M
|
-$56.4K
|
-794
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35M
|
+$5.81M
|
+81,748
|
+21%
|
|
|
4
|
|
$29.7M
|
+$15.3M
|
+214,872
|
+119%
|
|
|
5
|
|
$24.8M
|
+$14.2M
|
+200,064
|
+153%
|
|
|
6
|
|
$23.2M
|
+$14.3M
|
+201,137
|
+188%
|
|
|
7
|
|
$18.6M
|
-$22M
|
-309,131
|
-56%
|
|
|
8
|
Efficient Advisors
Mason,
Ohio
|
$18.3M
|
-$330K
|
-4,645
|
-2%
|
|
|
9
|
|
$13.7M
|
+$4.84M
|
+68,069
|
+60%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.6M
|
-$361K
|
-5,076
|
-3%
|
|
|
11
|
|
$11.9M
|
+$1.97M
|
+27,708
|
+21%
|
|
|
12
|
|
$11.9M
|
+$11.3M
|
+158,341
|
New
|
|
|
13
|
Telemus Capital
Southfield,
Michigan
|
$11.3M
|
+$521K
|
+7,336
|
+5%
|
|
|
14
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.4M
|
-$224K
|
-3,154
|
-2%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.2M
|
+$256K
|
+3,601
|
+3%
|
|
|
16
|
Managed Account Advisors
Jersey City,
New Jersey
|
$9.44M
|
-$5.69M
|
-80,087
|
-39%
|
|
|
17
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$7.88M
|
+$55.7K
|
+783
|
+0.8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$7.85M
|
+$1.3M
|
+18,339
|
+21%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$7.27M
|
+$82.5K
|
+1,160
|
+1%
|
|
|
20
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.94M
|
+$165K
|
+2,322
|
+3%
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
$5.97M
|
+$5.64M
|
+79,331
|
New
|
|
|
22
|
Dowling & Yahnke
San Diego,
California
|
$5.2M
|
-$439K
|
-6,172
|
-8%
|
|
|
23
|
Twele Capital Management
Minnetonka,
Minnesota
|
$4.97M
|
-$99K
|
-1,393
|
-2%
|
|
|
24
|
CIBC Bank USA
Chicago,
Illinois
|
$4.24M
|
+$1.51M
|
+21,235
|
+60%
|
|
|
25
|
Mutual of America Capital Management
New York
|
$3.98M
|
+$513K
|
+7,216
|
+16%
|
|
