|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$54.9M
|
-$2.45M
|
-30,461
|
-5%
|
|
|
2
|
|
$46.9M
|
-$3.32M
|
-41,375
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$32.8K
|
+409
|
+0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
-$2.97M
|
-37,024
|
-12%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$18.8M
|
-$1.51M
|
-18,778
|
-8%
|
|
|
6
|
|
$16.9M
|
+$1.99M
|
+24,762
|
+14%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$13.3M
|
-$224K
|
-2,785
|
-2%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.6M
|
-$347K
|
-4,321
|
-3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
+$10.3M
|
+128,802
|
+1,072%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$12M
|
+$208K
|
+2,589
|
+2%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$11.5M
|
-$3.99M
|
-49,697
|
-27%
|
|
|
12
|
Dowling & Yahnke
San Diego,
California
|
$10.4M
|
-$352K
|
-4,378
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.68M
|
+$4.22M
|
+52,542
|
+87%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.32M
|
-$696K
|
-8,663
|
-7%
|
|
|
15
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.62M
|
-$661K
|
-8,236
|
-8%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.95M
|
-$1.01M
|
-12,521
|
-11%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$6.36M
|
-$32.1K
|
-400
|
-0.5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.11M
|
-$9.63M
|
-119,888
|
-63%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$4.62M
|
-$483K
|
-6,018
|
-10%
|
|
|
20
|
WESCAP Management Group
Glendale,
California
|
$4.56M
|
-$14.5K
|
-181
|
-0.3%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.56M
|
-$519K
|
-6,465
|
-11%
|
|
|
22
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.22M
|
+$350K
|
+4,358
|
+10%
|
|
|
23
|
Parkside Advisors
Berkeley,
California
|
$3.76M
|
-$246K
|
-3,060
|
-7%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
+$1.03M
|
+12,837
|
+43%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.5M
|
+$19.8K
|
+246
|
+0.6%
|
|
