|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.9M
|
+$7.89M
|
+103,531
|
+17%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$43.8M
|
+$155K
|
+2,030
|
+0.3%
|
|
|
3
|
|
$42.8M
|
+$429K
|
+5,628
|
+0.9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$38.7M
|
+$34.4K
|
+451
|
+0.1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$26.6M
|
+$8.51M
|
+111,600
|
+41%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$16.8M
|
-$214K
|
-2,805
|
-1%
|
|
|
7
|
|
$14.7M
|
-$401K
|
-5,253
|
-2%
|
|
|
8
|
|
$14.2M
|
+$1.59M
|
+20,791
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
-$60.2K
|
-789
|
-0.4%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.4M
|
-$177K
|
-2,321
|
-1%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$11.1M
|
+$592K
|
+7,770
|
+5%
|
|
|
12
|
UBS O'Connor
Chicago,
Illinois
|
$11M
|
+$12M
|
+157,500
|
New
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$10.6M
|
+$688K
|
+9,021
|
+6%
|
|
|
14
|
BOK Financial Private Wealth
Denver,
Colorado
|
$9.98M
|
+$1.01M
|
+13,269
|
+10%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.73M
|
+$297K
|
+3,900
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.82M
|
+$526K
|
+6,899
|
+7%
|
|
|
17
|
|
$7.32M
|
-$1.6K
|
-21
|
-0%
|
|
|
18
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.07M
|
-$78.7K
|
-1,032
|
-1%
|
|
|
19
|
CIBC Bank USA
Chicago,
Illinois
|
$4.99M
|
-$319K
|
-4,186
|
-6%
|
|
|
20
|
Dowling & Yahnke
San Diego,
California
|
$4.95M
|
+$284K
|
+3,725
|
+6%
|
|
|
21
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.92M
|
+$2.06K
|
+27
|
+0%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.74M
|
+$251K
|
+3,290
|
+7%
|
|
|
23
|
Charles Schwab
San Francisco,
California
|
$3.69M
|
+$79.7K
|
+1,045
|
+2%
|
|
|
24
|
Parkside Advisors
Berkeley,
California
|
$3.39M
|
+$4.73K
|
+62
|
+0.1%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.33M
|
+$3.51M
|
+45,997
|
+2,754%
|
|
