|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$69.1M
|
+$69.9M
|
+544,092
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$1.59M
|
+12,371
|
+4%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$25.5M
|
-$332K
|
-2,587
|
-1%
|
|
|
4
|
|
$24.7M
|
-$21.6M
|
-168,160
|
-47%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$24.5M
|
+$1.19M
|
+9,290
|
+5%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$18.4M
|
-$760K
|
-5,913
|
-4%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.8M
|
+$284K
|
+2,213
|
+2%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$16M
|
-$3.25M
|
-25,292
|
-17%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$15.4M
|
+$1.43M
|
+11,118
|
+10%
|
|
|
10
|
|
$14.7M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$14M
|
-$130K
|
-1,010
|
-0.9%
|
|
|
12
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$13.8M
|
+$696K
|
+5,419
|
+5%
|
|
|
13
|
|
$12.9M
|
+$12.8M
|
+99,853
|
New
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$12.9M
|
-$1.25M
|
-9,704
|
-9%
|
|
|
15
|
|
$12.4M
|
-$108K
|
-839
|
-0.9%
|
|
|
16
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.2M
|
-$526K
|
-4,091
|
-4%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.1M
|
+$274K
|
+2,134
|
+3%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$10.8M
|
-$535K
|
-4,167
|
-5%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
$10.6M
|
+$287K
|
+2,231
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
+$814K
|
+6,336
|
+9%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.79M
|
+$43.5K
|
+339
|
+0.4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$9.71M
|
+$201K
|
+1,564
|
+2%
|
|
|
23
|
Frank Rimerman Advisors
Palo Alto,
California
|
$9.62M
|
+$751K
|
+5,849
|
+9%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$9.57M
|
+$262K
|
+2,038
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$9.09M
|
-$118K
|
-918
|
-1%
|
|
