|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$45.1M
|
+$1.66M
|
+25,670
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
-$16.8M
|
-260,180
|
-38%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
-$4.66M
|
-72,109
|
-15%
|
|
|
4
|
|
$26.2M
|
-$3.6M
|
-55,737
|
-13%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$16.9M
|
+$474K
|
+7,341
|
+3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
+$8.35M
|
+129,332
|
+151%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$14.4M
|
+$2.83M
|
+43,777
|
+26%
|
|
|
8
|
|
$12.5M
|
-$772K
|
-11,964
|
-6%
|
|
|
9
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11M
|
+$22.3K
|
+346
|
+0.2%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.8M
|
-$77.8K
|
-1,205
|
-0.8%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$10.8M
|
+$602K
|
+9,329
|
+6%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$9.4M
|
-$14.4M
|
-222,682
|
-62%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.26M
|
+$408K
|
+6,325
|
+5%
|
|
|
14
|
Dowling & Yahnke
San Diego,
California
|
$8.97M
|
+$1.6M
|
+24,844
|
+23%
|
|
|
15
|
|
$6.97M
|
-$135K
|
-2,086
|
-2%
|
|
|
16
|
Monroe Bank & Trust
Monroe,
Michigan
|
$6.07M
|
+$89.2K
|
+1,381
|
+2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.42M
|
+$2.55M
|
+39,504
|
+98%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$5.2M
|
-$43.9K
|
-680
|
-0.9%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.04M
|
-$6.63M
|
-102,742
|
-58%
|
|
|
20
|
WESCAP Management Group
Glendale,
California
|
$4.62M
|
+$4.39M
|
+68,013
|
New
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$4.21M
|
+$389K
|
+6,027
|
+11%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.2M
|
+$32K
|
+495
|
+0.8%
|
|
|
23
|
|
$3.62M
|
-$9.72M
|
-150,595
|
-74%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$3.48M
|
+$3.31M
|
+51,301
|
New
|
|
|
25
|
Pegasus Partners
Mequon,
Wisconsin
|
$3.4M
|
+$597K
|
+9,245
|
+23%
|
|
