|
1
|
Bank of America
Charlotte,
North Carolina
|
$51.8M
|
+$4.19M
|
+57,653
|
+9%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.7M
|
+$2.14M
|
+29,483
|
+5%
|
|
|
3
|
RiverFront Investment Group
Richmond,
Virginia
|
$45.8M
|
+$7.59M
|
+104,512
|
+21%
|
|
|
4
|
|
$45.2M
|
+$13.3M
|
+183,240
|
+45%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$42.7M
|
-$3.11M
|
-42,829
|
-7%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$18.9M
|
+$163K
|
+2,249
|
+0.9%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$15.6M
|
+$3.57M
|
+49,133
|
+32%
|
|
|
8
|
|
$15.6M
|
+$187K
|
+2,571
|
+1%
|
|
|
9
|
|
$15M
|
-$17.5M
|
-241,105
|
-55%
|
|
|
10
|
|
$13.2M
|
-$471K
|
-6,483
|
-4%
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13M
|
-$93.8K
|
-1,291
|
-0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$12M
|
+165,358
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
+$7.53M
|
+103,694
|
+287%
|
|
|
14
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.6M
|
+$125K
|
+1,719
|
+1%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$10.5M
|
+$1.52M
|
+20,950
|
+18%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$10M
|
+$4.23M
|
+58,262
|
+81%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$9.1M
|
+$431K
|
+5,927
|
+5%
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$8.79M
|
-$779K
|
-10,721
|
-9%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.53M
|
+$125K
|
+1,719
|
+2%
|
|
|
20
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.07M
|
+$7.61M
|
+104,748
|
New
|
|
|
21
|
|
$8.06M
|
-$36.2K
|
-499
|
-0.5%
|
|
|
22
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.8M
|
-$159K
|
-2,193
|
-2%
|
|
|
23
|
Glovista Investments
Jersey City,
New Jersey
|
$6.78M
|
+$6.4M
|
+88,053
|
New
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.73M
|
-$295K
|
-4,061
|
-4%
|
|
|
25
|
CIBC Bank USA
Chicago,
Illinois
|
$6.17M
|
-$1.08M
|
-14,936
|
-16%
|
|
