|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$69.8M
|
-$10.2M
|
-73,560
|
-14%
|
|
|
2
|
|
$47.6M
|
+$41.6M
|
+300,000
|
+1,578%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32M
|
+$1.77M
|
+12,731
|
+6%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$22.3M
|
-$4.84M
|
-34,915
|
-19%
|
|
|
5
|
Empirical Wealth Management
Seattle,
Washington
|
$21.7M
|
-$88.7K
|
-639
|
-0.4%
|
|
|
6
|
TABR Capital Management
Orange,
California
|
$19.2M
|
+$17.8M
|
+128,448
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$17.3M
|
+$10M
|
+72,370
|
+166%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.3M
|
-$2.42M
|
-17,428
|
-13%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$14.7M
|
+$504K
|
+3,636
|
+4%
|
|
|
10
|
|
$14.4M
|
-$9.78M
|
-70,459
|
-42%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.4M
|
+$9.52M
|
+68,612
|
+248%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
+$727K
|
+5,240
|
+6%
|
|
|
13
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.4M
|
-$311K
|
-2,239
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$9.51M
|
-$3.19M
|
-23,002
|
-27%
|
|
|
15
|
Schoolcraft Capital
Boulder,
Colorado
|
$9.14M
|
-$137K
|
-991
|
-2%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.88M
|
-$274K
|
-1,972
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.78M
|
+$230K
|
+1,660
|
+3%
|
|
|
18
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.41M
|
-$310K
|
-2,235
|
-4%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$8.11M
|
-$88.7K
|
-639
|
-1%
|
|
|
20
|
Sentinel Trust
Houston,
Texas
|
$7.89M
|
-$875K
|
-6,304
|
-11%
|
|
|
21
|
Park Avenue Securities
New York
|
$7.6M
|
+$52K
|
+375
|
+0.7%
|
|
|
22
|
|
$7.05M
|
+$6.56M
|
+47,263
|
New
|
|
|
23
|
Frank Rimerman Advisors
Palo Alto,
California
|
$7.02M
|
-$33.7K
|
-243
|
-0.5%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.99M
|
+$45.4K
|
+327
|
+0.7%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$6.18M
|
-$832K
|
-5,999
|
-13%
|
|
