|
1
|
|
$53M
|
+$1.31M
|
+14,871
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$36.7M
|
-$572K
|
-6,485
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$33.9M
|
+$516K
|
+5,852
|
+2%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$19.1M
|
-$285K
|
-3,233
|
-2%
|
|
|
5
|
|
$17.6M
|
+$220K
|
+2,498
|
+1%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$14.9M
|
+$377K
|
+4,268
|
+3%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.1M
|
-$204K
|
-2,316
|
-2%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$11.7M
|
-$146K
|
-1,653
|
-1%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$10.8M
|
-$209K
|
-2,374
|
-2%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.5M
|
-$767K
|
-8,695
|
-7%
|
|
|
11
|
Monroe Bank & Trust
Monroe,
Michigan
|
$9.81M
|
+$178K
|
+2,016
|
+2%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.57M
|
-$1.04M
|
-11,792
|
-10%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$9.12M
|
-$705K
|
-7,985
|
-8%
|
|
|
14
|
Silvercrest Asset Management
New York
|
$7.36M
|
+$99.3K
|
+1,125
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.05M
|
-$107K
|
-1,214
|
-2%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.87M
|
+$330K
|
+3,742
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.31M
|
-$1.68M
|
-19,015
|
-25%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$5.23M
|
-$4.15M
|
-47,075
|
-46%
|
|
|
19
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.96M
|
-$738K
|
-8,363
|
-14%
|
|
|
20
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$4.93M
|
+$4.61M
|
+52,200
|
New
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$4.34M
|
+$239K
|
+2,706
|
+6%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.31M
|
+$201K
|
+2,277
|
+5%
|
|
|
23
|
Cambria Investment Management
Manhattan Beach,
California
|
$4.01M
|
+$191K
|
+2,160
|
+5%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.92M
|
+$9.88K
|
+112
|
+0.3%
|
|
|
25
|
Parkside Advisors
Berkeley,
California
|
$3.81M
|
-$112K
|
-1,265
|
-3%
|
|
