|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$48M
|
+$992K
|
+14,206
|
+2%
|
|
|
2
|
|
$39.4M
|
+$12M
|
+171,189
|
+44%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.1M
|
-$2.3M
|
-32,914
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$26.9M
|
-$2.37M
|
-33,900
|
-8%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$17.4M
|
-$180K
|
-2,583
|
-1%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$15.1M
|
+$58.5K
|
+838
|
+0.4%
|
|
|
7
|
|
$11.9M
|
-$1.07M
|
-15,307
|
-8%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$11M
|
-$191K
|
-2,728
|
-2%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.7M
|
-$473K
|
-6,780
|
-4%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.5M
|
-$1.01M
|
-14,447
|
-9%
|
|
|
11
|
Dowling & Yahnke
San Diego,
California
|
$9.64M
|
+$296K
|
+4,245
|
+3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$8.61M
|
-$1.16M
|
-16,652
|
-12%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.96M
|
-$7.18M
|
-102,782
|
-48%
|
|
|
14
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7.26M
|
+$932K
|
+13,345
|
+15%
|
|
|
15
|
|
$7.19M
|
-$73.8K
|
-1,057
|
-1%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.55M
|
+$2.16M
|
+30,862
|
+50%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$5.28M
|
-$125K
|
-1,795
|
-2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$5.14M
|
+$1.49M
|
+21,385
|
+42%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
-$175K
|
-2,503
|
-3%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.39M
|
-$5.18M
|
-74,199
|
-54%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$4.35M
|
-$30.9K
|
-442
|
-0.7%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
$4.12M
|
-$687K
|
-9,831
|
-14%
|
|
|
23
|
Pegasus Partners
Mequon,
Wisconsin
|
$3.6M
|
+$63.4K
|
+908
|
+2%
|
|
|
24
|
Parkside Advisors
Berkeley,
California
|
$3.4M
|
-$115K
|
-1,647
|
-3%
|
|
|
25
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.01M
|
+$262K
|
+3,750
|
+10%
|
|
