|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$51M
|
-$228K
|
-2,838
|
-0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.9M
|
+$541K
|
+6,734
|
+1%
|
|
|
3
|
|
$49.5M
|
+$2.69M
|
+33,438
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$45.2M
|
-$420K
|
-5,228
|
-0.9%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$22M
|
-$256K
|
-3,182
|
-1%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$19.8M
|
-$413K
|
-5,138
|
-2%
|
|
|
7
|
|
$17.6M
|
+$1.26M
|
+15,732
|
+8%
|
|
|
8
|
|
$14.9M
|
-$65.5K
|
-815
|
-0.4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$186K
|
+2,319
|
+1%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.5M
|
-$80.5K
|
-1,002
|
-0.6%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$12.3M
|
+$794K
|
+9,883
|
+7%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$2.65M
|
+32,930
|
+30%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.6M
|
+$2.98M
|
+37,107
|
+35%
|
|
|
14
|
One Capital Management
Westlake Village,
California
|
$11.6M
|
+$1.03M
|
+12,783
|
+10%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.6M
|
+$33.2K
|
+413
|
+0.3%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.89M
|
+$270K
|
+3,355
|
+3%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$9.84M
|
+$4.45M
|
+55,399
|
+85%
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$9.45M
|
-$35.8K
|
-445
|
-0.4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.57M
|
-$1.17M
|
-14,520
|
-12%
|
|
|
20
|
|
$8.56M
|
-$48.7K
|
-606
|
-0.6%
|
|
|
21
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7.18M
|
+$10.1K
|
+126
|
+0.1%
|
|
|
22
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$7.01M
|
-$135K
|
-1,676
|
-2%
|
|
|
23
|
CIBC Bank USA
Chicago,
Illinois
|
$6.18M
|
-$29.3K
|
-365
|
-0.5%
|
|
|
24
|
Dowling & Yahnke
San Diego,
California
|
$5.48M
|
-$65.5K
|
-815
|
-1%
|
|
|
25
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.59M
|
+$492K
|
+6,124
|
+12%
|
|
