|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$56.7M
|
+$791K
|
+7,045
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$28.5M
|
+$22.8K
|
+203
|
+0.1%
|
|
|
3
|
One Capital Management
Westlake Village,
California
|
$28.1M
|
+$1.95M
|
+17,402
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
-$1.95M
|
-17,390
|
-6%
|
|
|
5
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$20.8M
|
-$182K
|
-1,623
|
-0.8%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$17.7M
|
+$392K
|
+3,496
|
+2%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.6M
|
-$616K
|
-5,485
|
-3%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$16.1M
|
-$76.2K
|
-679
|
-0.4%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$12.6M
|
-$847K
|
-7,546
|
-6%
|
|
|
10
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$11.6M
|
+$135K
|
+1,207
|
+1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
+$951K
|
+8,476
|
+10%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.92M
|
-$1.58M
|
-14,085
|
-13%
|
|
|
13
|
|
$9.83M
|
+$3.03K
|
+27
|
+0%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$9.7M
|
-$71.9K
|
-641
|
-0.7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$8.07M
|
+$55.8K
|
+497
|
+0.6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$7.99M
|
-$167K
|
-1,485
|
-2%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.27M
|
-$554K
|
-4,938
|
-7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7M
|
-$366K
|
-3,264
|
-5%
|
|
|
19
|
|
$6.67M
|
–
|
–
|
–
|
|
|
20
|
Schoolcraft Capital
Boulder,
Colorado
|
$6.5M
|
+$10.2K
|
+91
|
+0.1%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$6.15M
|
-$452K
|
-4,028
|
-6%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$5.69M
|
-$388K
|
-3,458
|
-6%
|
|
|
23
|
Frank Rimerman Advisors
Palo Alto,
California
|
$5.25M
|
+$194K
|
+1,727
|
+4%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.08M
|
-$34.7K
|
-309
|
-0.6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.64M
|
-$4.57M
|
-40,713
|
-48%
|
|
