|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$63.1M
|
-$6.89M
|
-52,913
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.8M
|
-$125K
|
-961
|
-0.4%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$29.7M
|
-$1.54M
|
-11,794
|
-5%
|
|
|
4
|
Alesco Advisors
Pittsford,
New York
|
$22.1M
|
-$869K
|
-6,674
|
-4%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.8M
|
-$384K
|
-2,951
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$4.77M
|
+36,675
|
+47%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$13.4M
|
+$32.3K
|
+248
|
+0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$5.09M
|
+39,068
|
+62%
|
|
|
9
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$12.7M
|
-$427K
|
-3,277
|
-3%
|
|
|
10
|
TABR Capital Management
Orange,
California
|
$11.6M
|
+$11.6M
|
+88,917
|
New
|
|
|
11
|
|
$11.2M
|
+$220K
|
+1,693
|
+2%
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.7M
|
+$360K
|
+2,764
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$476K
|
+3,653
|
+5%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$9.49M
|
+$114K
|
+872
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.92M
|
-$3.52M
|
-27,014
|
-28%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$8.63M
|
+$2M
|
+15,395
|
+30%
|
|
|
17
|
Schoolcraft Capital
Boulder,
Colorado
|
$8.32M
|
-$115K
|
-884
|
-1%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$8.14M
|
+$400K
|
+3,074
|
+5%
|
|
|
19
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.98M
|
-$137K
|
-1,049
|
-2%
|
|
|
20
|
Sentinel Trust
Houston,
Texas
|
$7.49M
|
–
|
–
|
–
|
|
|
21
|
Frank Rimerman Advisors
Palo Alto,
California
|
$7.39M
|
+$215K
|
+1,652
|
+3%
|
|
|
22
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.28M
|
+$7.27M
|
+55,833
|
New
|
|
|
23
|
|
$6.04M
|
+$163K
|
+1,249
|
+3%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.99M
|
+$47K
|
+361
|
+0.8%
|
|
|
25
|
Private Advisory Group
Redmond,
Washington
|
$5.71M
|
+$3.16M
|
+24,240
|
+124%
|
|
