|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$59.6M
|
+$295K
|
+2,807
|
+0.5%
|
|
|
2
|
One Capital Management
Westlake Village,
California
|
$32.6M
|
+$3.02M
|
+28,768
|
+11%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$26.1M
|
-$3.53M
|
-33,657
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
-$3.11M
|
-29,576
|
-12%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20M
|
+$2.06M
|
+19,632
|
+12%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$19.3M
|
+$806K
|
+7,675
|
+5%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$16.6M
|
-$193K
|
-1,836
|
-1%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$12.8M
|
-$331K
|
-3,147
|
-3%
|
|
|
9
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$12.3M
|
+$129K
|
+1,229
|
+1%
|
|
|
10
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$12.2M
|
-$9.1M
|
-86,638
|
-44%
|
|
|
11
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$12.1M
|
+$8.12M
|
+77,284
|
+231%
|
|
|
12
|
|
$11.5M
|
+$1.14M
|
+10,870
|
+12%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.4M
|
+$13.2K
|
+126
|
+0.1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.41M
|
-$1.21M
|
-11,475
|
-12%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.8M
|
-$1.29M
|
-12,292
|
-13%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$8.59M
|
+$138K
|
+1,313
|
+2%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$8.43M
|
+$69.8K
|
+665
|
+0.9%
|
|
|
18
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.36M
|
-$524K
|
-4,987
|
-7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.1M
|
-$208K
|
-1,979
|
-3%
|
|
|
20
|
|
$6.97M
|
–
|
–
|
–
|
|
|
21
|
Schoolcraft Capital
Boulder,
Colorado
|
$6.73M
|
-$63.2K
|
-602
|
-1%
|
|
|
22
|
Barclays
London,
United Kingdom
|
$6.64M
|
+$6.38M
|
+60,749
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.1M
|
+$1.2M
|
+11,392
|
+26%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$5.76M
|
-$186K
|
-1,768
|
-3%
|
|
|
25
|
Frank Rimerman Advisors
Palo Alto,
California
|
$5.5M
|
+$2K
|
+19
|
+0%
|
|
