|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$66.2M
|
-$2.4M
|
-19,862
|
-4%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$29.5M
|
+$892K
|
+7,379
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$1.33M
|
+10,998
|
+5%
|
|
|
4
|
Alesco Advisors
Pittsford,
New York
|
$21.7M
|
-$309K
|
-2,553
|
-1%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.2M
|
-$1.07M
|
-8,867
|
-6%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$12.6M
|
+$527K
|
+4,362
|
+4%
|
|
|
7
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$12.4M
|
-$416K
|
-3,446
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
-$1.22M
|
-10,073
|
-10%
|
|
|
9
|
|
$10.4M
|
-$358K
|
-2,961
|
-3%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.1M
|
+$187K
|
+1,545
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.7M
|
+$177K
|
+1,468
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.01M
|
+$851K
|
+7,046
|
+11%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$8.87M
|
-$773K
|
-6,400
|
-8%
|
|
|
14
|
Schoolcraft Capital
Boulder,
Colorado
|
$7.98M
|
-$51.1K
|
-423
|
-0.6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.79M
|
-$38.1K
|
-315
|
-0.5%
|
|
|
16
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.68M
|
-$1.01M
|
-8,386
|
-12%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$7.32M
|
-$240K
|
-1,990
|
-3%
|
|
|
18
|
Sentinel Trust
Houston,
Texas
|
$7.09M
|
+$2.86M
|
+23,700
|
+70%
|
|
|
19
|
Frank Rimerman Advisors
Palo Alto,
California
|
$6.79M
|
+$710K
|
+5,875
|
+12%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.27M
|
+$2.75M
|
+22,749
|
+81%
|
|
|
21
|
|
$5.91M
|
–
|
–
|
–
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.63M
|
+$252K
|
+2,089
|
+5%
|
|
|
23
|
|
$5.56M
|
-$31.4K
|
-260
|
-0.6%
|
|
|
24
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$5.09M
|
-$5.01M
|
-41,487
|
-50%
|
|
|
25
|
Park Avenue Securities
New York
|
$4.89M
|
+$88.3K
|
+731
|
+2%
|
|
