|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$60.5M
|
+$7.68M
|
+61,661
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
+$226K
|
+1,813
|
+0.8%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$24.8M
|
-$506K
|
-4,064
|
-2%
|
|
|
4
|
|
$20.1M
|
+$11.8M
|
+94,782
|
+110%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.1M
|
-$55.2K
|
-443
|
-0.3%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$12.7M
|
+$1.48M
|
+11,879
|
+12%
|
|
|
7
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.2M
|
+$461K
|
+3,703
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
-$1.32M
|
-10,612
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10M
|
-$3.14M
|
-25,218
|
-22%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.93M
|
+$726K
|
+5,823
|
+7%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$8.76M
|
+$778K
|
+6,246
|
+9%
|
|
|
12
|
Private Advisory Group
Redmond,
Washington
|
$8.57M
|
+$4.17M
|
+33,461
|
+76%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$7.01M
|
-$70.3K
|
-564
|
-0.9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.89M
|
-$1.82M
|
-14,605
|
-19%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$6.71M
|
-$239K
|
-1,917
|
-3%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$6.69M
|
-$13.6M
|
-109,059
|
-64%
|
|
|
17
|
Sentinel Trust
Houston,
Texas
|
$6.57M
|
+$224K
|
+1,800
|
+3%
|
|
|
18
|
Frank Rimerman Advisors
Palo Alto,
California
|
$6.16M
|
-$148K
|
-1,187
|
-2%
|
|
|
19
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$6.07M
|
-$95.1K
|
-763
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.85M
|
-$1.95M
|
-15,661
|
-23%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$5.72M
|
-$1.82M
|
-14,621
|
-22%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.66M
|
+$5.21M
|
+41,845
|
+456%
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.22M
|
+$136K
|
+1,094
|
+2%
|
|
|
24
|
|
$5.07M
|
-$81.5K
|
-654
|
-1%
|
|
|
25
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$4.57M
|
+$2.62K
|
+21
|
+0.1%
|
|
