|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$54.5M
|
-$3.8M
|
-33,433
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31M
|
-$2M
|
-17,607
|
-6%
|
|
|
3
|
One Capital Management
Westlake Village,
California
|
$24.2M
|
+$3.01M
|
+26,508
|
+13%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$20.4M
|
-$557K
|
-4,907
|
-2%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20M
|
+$1.45M
|
+12,790
|
+8%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$15.6M
|
+$2.63M
|
+23,139
|
+18%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$15.2M
|
+$1.05M
|
+9,199
|
+7%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$13.9M
|
+$1M
|
+8,820
|
+7%
|
|
|
9
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$12M
|
+$231K
|
+2,031
|
+2%
|
|
|
10
|
|
$10.5M
|
-$585K
|
-5,148
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$475K
|
-4,178
|
-4%
|
|
|
12
|
|
$9.65M
|
+$216K
|
+1,900
|
+2%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.48M
|
+$290K
|
+2,555
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.88M
|
+$352K
|
+3,098
|
+4%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$8.27M
|
-$2.36M
|
-20,798
|
-21%
|
|
|
16
|
CPWM LLC
Seattle,
Washington
|
$7.93M
|
+$5.11M
|
+44,977
|
+142%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$7.92M
|
+$349K
|
+3,072
|
+4%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$7.82M
|
-$87.2K
|
-768
|
-1%
|
|
|
19
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.79M
|
+$529K
|
+4,657
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7.42M
|
+$63.3K
|
+557
|
+0.8%
|
|
|
21
|
Aire Advisors
Beverly Hills,
California
|
$7.18M
|
+$868K
|
+7,644
|
+12%
|
|
|
22
|
Schoolcraft Capital
Boulder,
Colorado
|
$6.35M
|
-$24.1K
|
-212
|
-0.3%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$5.99M
|
-$1.05M
|
-9,278
|
-14%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$5.94M
|
+$889K
|
+7,824
|
+16%
|
|
|
25
|
Frank Rimerman Advisors
Palo Alto,
California
|
$5.3M
|
-$220K
|
-1,940
|
-4%
|
|
