|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$65M
|
-$2.61M
|
-22,698
|
-4%
|
|
|
2
|
One Capital Management
Westlake Village,
California
|
$38.3M
|
+$1.61M
|
+13,997
|
+5%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$28.1M
|
-$579K
|
-5,038
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
+$2.03M
|
+17,623
|
+9%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$21.8M
|
-$37K
|
-322
|
-0.2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
+$9.08K
|
+79
|
+0%
|
|
|
7
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13M
|
-$1.52M
|
-13,252
|
-11%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$12.3M
|
-$63.5K
|
-552
|
-0.5%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$12M
|
-$5.58M
|
-48,509
|
-33%
|
|
|
10
|
|
$10.4M
|
+$823K
|
+7,155
|
+9%
|
|
|
11
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$10.2M
|
-$672K
|
-5,841
|
-6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.74M
|
-$330K
|
-2,874
|
-3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.61M
|
+$2.2M
|
+19,123
|
+32%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.81M
|
+$377K
|
+3,275
|
+4%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$8.58M
|
-$205K
|
-1,782
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.89M
|
+$78.9K
|
+686
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.53M
|
+$2.1M
|
+18,235
|
+42%
|
|
|
18
|
Schoolcraft Capital
Boulder,
Colorado
|
$7.39M
|
-$70.3K
|
-611
|
-1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.94M
|
-$90.3K
|
-785
|
-1%
|
|
|
20
|
Frank Rimerman Advisors
Palo Alto,
California
|
$5.96M
|
-$34.7K
|
-302
|
-0.6%
|
|
|
21
|
|
$5.78M
|
+$4.02M
|
+35,000
|
+275%
|
|
|
22
|
Mutual of America Capital Management
New York
|
$5.71M
|
+$214K
|
+1,860
|
+4%
|
|
|
23
|
|
$5.7M
|
-$109K
|
-946
|
-2%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.25M
|
+$112K
|
+970
|
+2%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$5.22M
|
-$711K
|
-6,180
|
-13%
|
|
