|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$69.2M
|
-$459K
|
-3,969
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
-$3.26M
|
-28,234
|
-12%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$23.6M
|
-$4.49M
|
-38,816
|
-17%
|
|
|
4
|
|
$21.3M
|
-$1.63M
|
-14,095
|
-8%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$18.7M
|
+$3.71M
|
+32,082
|
+28%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17M
|
-$320K
|
-2,767
|
-2%
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$12.4M
|
+$93.3K
|
+807
|
+0.9%
|
|
|
8
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.8M
|
-$1.04M
|
-9,018
|
-9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
-$265K
|
-2,295
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$559K
|
-4,837
|
-5%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$9.25M
|
-$760K
|
-6,574
|
-8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.29M
|
+$1.41M
|
+12,197
|
+23%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$7.95M
|
-$109K
|
-945
|
-1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.85M
|
+$1.21M
|
+10,482
|
+21%
|
|
|
15
|
Sentinel Trust
Houston,
Texas
|
$7.57M
|
–
|
–
|
–
|
|
|
16
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.48M
|
-$208K
|
-1,799
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.3M
|
-$569K
|
-4,924
|
-8%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$7.02M
|
-$633K
|
-5,471
|
-9%
|
|
|
19
|
Park Avenue Securities
New York
|
$6.46M
|
+$5.85M
|
+50,599
|
New
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$6.06M
|
-$1.48M
|
-12,830
|
-21%
|
|
|
21
|
Frank Rimerman Advisors
Palo Alto,
California
|
$6.04M
|
-$947K
|
-8,189
|
-15%
|
|
|
22
|
GTS Securities
Miami,
Florida
|
$6.01M
|
+$3.34M
|
+28,919
|
+159%
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.94M
|
-$61.3K
|
-530
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.57M
|
-$926K
|
-8,006
|
-16%
|
|
|
25
|
|
$5.31M
|
-$478K
|
-4,138
|
-9%
|
|
