|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.8M
|
-$2.81M
|
-38,167
|
-5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$46.1M
|
+$809K
|
+10,971
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35.1M
|
-$5.08M
|
-68,865
|
-12%
|
|
|
4
|
|
$31.8M
|
-$12.6M
|
-171,336
|
-28%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$26M
|
-$1.52M
|
-20,590
|
-5%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$17.4M
|
+$72.8K
|
+988
|
+0.4%
|
|
|
7
|
|
$14.7M
|
+$57.2K
|
+776
|
+0.4%
|
|
|
8
|
|
$14.1M
|
-$1.08M
|
-14,642
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
-$70.6K
|
-958
|
-0.5%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$12.2M
|
+$747K
|
+10,132
|
+6%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.7M
|
+$1.39M
|
+18,855
|
+13%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.5M
|
-$296K
|
-4,010
|
-2%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$11.2M
|
-$170K
|
-2,300
|
-2%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.37M
|
+$353K
|
+4,793
|
+4%
|
|
|
15
|
Dowling & Yahnke
San Diego,
California
|
$7.73M
|
+$2.67M
|
+36,275
|
+51%
|
|
|
16
|
|
$7.55M
|
-$12.3K
|
-167
|
-0.2%
|
|
|
17
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.34M
|
+$65.6K
|
+890
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.2M
|
-$1.93M
|
-26,118
|
-23%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.87M
|
+$3.65M
|
+49,515
|
+155%
|
|
|
20
|
Silvercrest Asset Management
New York
|
$5.56M
|
+$5.69M
|
+77,175
|
New
|
|
|
21
|
UBS O'Connor
Chicago,
Illinois
|
$5.14M
|
-$6.36M
|
-86,200
|
-55%
|
|
|
22
|
CIBC Bank USA
Chicago,
Illinois
|
$5.02M
|
-$139K
|
-1,890
|
-3%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.42M
|
+$566K
|
+7,677
|
+14%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$4.03M
|
+$225K
|
+3,049
|
+6%
|
|
|
25
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3.81M
|
-$248K
|
-3,362
|
-6%
|
|
