|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$52.2M
|
-$680K
|
-9,051
|
-1%
|
|
|
2
|
|
$45.8M
|
+$2.27M
|
+30,225
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$27.6M
|
-$1.96M
|
-26,097
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
-$5.23M
|
-69,570
|
-18%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$18.6M
|
-$586K
|
-7,801
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$5.9M
|
+78,536
|
+70%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$14.4M
|
-$2.21M
|
-29,472
|
-14%
|
|
|
8
|
|
$13.4M
|
+$225K
|
+2,993
|
+2%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$12.3M
|
+$131K
|
+1,743
|
+1%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.8M
|
-$73.3K
|
-976
|
-0.6%
|
|
|
11
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.7M
|
-$808K
|
-10,754
|
-7%
|
|
|
12
|
Dowling & Yahnke
San Diego,
California
|
$9.84M
|
-$766K
|
-10,195
|
-7%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$9.15M
|
-$336K
|
-4,475
|
-4%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.52M
|
+$1.24M
|
+16,512
|
+18%
|
|
|
15
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8M
|
+$444K
|
+5,912
|
+6%
|
|
|
16
|
Silvercrest Asset Management
New York
|
$5.81M
|
-$16.9K
|
-225
|
-0.3%
|
|
|
17
|
Pegasus Partners
Mequon,
Wisconsin
|
$4.72M
|
+$721K
|
+9,604
|
+19%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.7M
|
-$864K
|
-11,499
|
-16%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$4.67M
|
-$120K
|
-1,594
|
-3%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.65M
|
-$190K
|
-2,535
|
-4%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$4.16M
|
-$366K
|
-4,876
|
-8%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.79M
|
+$2.38M
|
+31,642
|
+186%
|
|
|
23
|
SG Americas Securities
New York
|
$3.75M
|
+$2.03M
|
+26,966
|
+128%
|
|
|
24
|
Parkside Advisors
Berkeley,
California
|
$3.65M
|
-$100K
|
-1,332
|
-3%
|
|
|
25
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.49M
|
+$165K
|
+2,197
|
+5%
|
|
