|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$49.7M
|
+$715K
|
+9,296
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$47.8M
|
-$5.28M
|
-68,612
|
-10%
|
|
|
3
|
|
$45.4M
|
-$1.02M
|
-13,229
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$377K
|
+4,897
|
+0.9%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$21.6M
|
+$5.41M
|
+70,367
|
+35%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$19.6M
|
+$266K
|
+3,460
|
+1%
|
|
|
7
|
|
$15.8M
|
-$177K
|
-2,297
|
-1%
|
|
|
8
|
|
$14.5M
|
-$927K
|
-12,051
|
-6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
+$846K
|
+10,993
|
+7%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.2M
|
-$117K
|
-1,521
|
-0.9%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.5M
|
+$12.2M
|
+158,006
|
New
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$11.2M
|
+$340K
|
+4,416
|
+3%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$10.2M
|
+$870K
|
+11,317
|
+10%
|
|
|
14
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.2M
|
-$647K
|
-8,416
|
-6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.46M
|
-$1.55M
|
-20,135
|
-14%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.32M
|
+$551K
|
+7,163
|
+6%
|
|
|
17
|
Managed Account Advisors
Jersey City,
New Jersey
|
$9.2M
|
+$169K
|
+2,200
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.69M
|
+$6.97M
|
+90,599
|
+470%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.36M
|
+$7.37M
|
+95,833
|
+969%
|
|
|
20
|
|
$8.35M
|
+$69K
|
+897
|
+0.9%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$6.97M
|
+$6.78M
|
+88,124
|
New
|
|
|
22
|
Price Capital Management
Lafayette,
Louisiana
|
$6.96M
|
+$6.77M
|
+88,000
|
New
|
|
|
23
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.96M
|
-$32.6K
|
-424
|
-0.5%
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.93M
|
+$18K
|
+234
|
+0.3%
|
|
|
25
|
CIBC Bank USA
Chicago,
Illinois
|
$6.02M
|
-$315K
|
-4,092
|
-5%
|
|
