|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$193M
|
-$775K
|
-31,329
|
-0.4%
|
|
|
2
|
Evensky & Katz
Coral Gables,
Florida
|
$17.4M
|
+$1.2M
|
+48,593
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.53M
|
+$3.65M
|
+147,487
|
+133%
|
|
|
4
|
Sanders Morris Harris
Houston,
Texas
|
$2.27M
|
+$2.22M
|
+89,805
|
New
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$2.23M
|
+$5.95M
|
+240,334
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$466K
|
+18,818
|
+27%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.61M
|
-$146K
|
-5,911
|
-8%
|
|
|
8
|
Lourd Capital
Beverly Hills,
California
|
$1.36M
|
-$31.3M
|
-1,263,721
|
-96%
|
|
|
9
|
|
$995K
|
+$457K
|
+18,482
|
+88%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$652K
|
-$1.1M
|
-44,637
|
-63%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$407K
|
+$13.7K
|
+553
|
+4%
|
|
|
12
|
|
$293K
|
+$287K
|
+11,593
|
New
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$259K
|
+$866
|
+35
|
+0.3%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$253K
|
+$247K
|
+10,000
|
New
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$73K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$41K
|
-$127K
|
-5,114
|
-76%
|
|
|
17
|
American International Group
New York
|
$29K
|
+$18.6K
|
+752
|
+199%
|
|
|
18
|
|
$21K
|
+$3.04K
|
+123
|
+17%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
20
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
21
|
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
+$767
|
+31
|
New
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$122K
|
-5,025
|
Closed
|
|
|
24
|
|
–
|
-$20K
|
-824
|
Closed
|
|
|
25
|
Evercore Wealth Management
New York
|
–
|
-$3K
|
-104
|
Closed
|
|
