|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$51.2M
|
-$3.48M
|
-40,896
|
-6%
|
|
|
2
|
|
$47.4M
|
+$598K
|
+7,037
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
+$6.8M
|
+79,969
|
+29%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.4M
|
+$25.2K
|
+296
|
+0.1%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$18.1M
|
-$691K
|
-8,134
|
-4%
|
|
|
6
|
|
$16.7M
|
-$110K
|
-1,289
|
-0.7%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$12.6M
|
-$646K
|
-7,600
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
+$289K
|
+3,405
|
+2%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.3M
|
-$255K
|
-3,004
|
-2%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.3M
|
-$628K
|
-7,388
|
-5%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$11.2M
|
+$6.54M
|
+76,985
|
+143%
|
|
|
12
|
Alesco Advisors
Pittsford,
New York
|
$10.8M
|
-$666K
|
-7,834
|
-6%
|
|
|
13
|
Dowling & Yahnke
San Diego,
California
|
$10M
|
-$397K
|
-4,670
|
-4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.67M
|
+$368K
|
+4,332
|
+4%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.42M
|
+$1.13M
|
+13,343
|
+14%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.06M
|
-$593K
|
-6,980
|
-6%
|
|
|
17
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.6M
|
+$8.41K
|
+99
|
+0.1%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$6.53M
|
+$185K
|
+2,175
|
+3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.18M
|
+$6.14M
|
+72,208
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$5.86M
|
+$3.41M
|
+40,107
|
+142%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.72M
|
+$2.07M
|
+24,325
|
+57%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.06M
|
+$505K
|
+5,945
|
+11%
|
|
|
23
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.87M
|
+$656K
|
+7,724
|
+16%
|
|
|
24
|
WESCAP Management Group
Glendale,
California
|
$3.67M
|
-$875K
|
-10,299
|
-19%
|
|
|
25
|
Parkside Advisors
Berkeley,
California
|
$3.58M
|
-$167K
|
-1,961
|
-4%
|
|
