|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$57.8M
|
+$962K
|
+8,835
|
+2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$29.4M
|
+$29.6M
|
+272,243
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
-$3.17M
|
-29,084
|
-10%
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$27.2M
|
+$1.98M
|
+18,225
|
+8%
|
|
|
5
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$21.6M
|
+$343K
|
+3,151
|
+2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.6M
|
-$1.2M
|
-11,008
|
-6%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$17.8M
|
+$1.55M
|
+14,237
|
+9%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$16.6M
|
+$809K
|
+7,432
|
+5%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$13.8M
|
-$715K
|
-6,569
|
-5%
|
|
|
10
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$11.8M
|
-$688K
|
-6,315
|
-5%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.8M
|
+$1.89M
|
+17,366
|
+19%
|
|
|
12
|
|
$10.1M
|
+$68.6K
|
+630
|
+0.7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$469K
|
-4,304
|
-4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.6M
|
+$343K
|
+3,154
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.18M
|
+$3.82M
|
+35,086
|
+70%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.07M
|
+$547K
|
+5,026
|
+7%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$8.41M
|
+$254K
|
+2,328
|
+3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$8.27M
|
+$15.2K
|
+140
|
+0.2%
|
|
|
19
|
Aire Advisors
Beverly Hills,
California
|
$8.24M
|
+$744K
|
+6,834
|
+10%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7.57M
|
-$171K
|
-1,567
|
-2%
|
|
|
21
|
|
$6.88M
|
+$5.45M
|
+50,000
|
+362%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$6.78M
|
-$1.86M
|
-17,125
|
-21%
|
|
|
23
|
Schoolcraft Capital
Boulder,
Colorado
|
$6.69M
|
+$68.8K
|
+632
|
+1%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$6.24M
|
-$5.66K
|
-52
|
-0.1%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.27M
|
-$159K
|
-1,463
|
-3%
|
|
