|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.9M
|
+$56.5K
|
+1,485
|
+0.5%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$8.67M
|
-$37.5K
|
-986
|
-0.4%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.18M
|
-$536K
|
-14,084
|
-6%
|
|
|
4
|
|
$3.36M
|
–
|
–
|
–
|
|
|
5
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.03M
|
-$25.1K
|
-660
|
-0.8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
-$700K
|
-18,408
|
-19%
|
|
|
7
|
|
$2.37M
|
+$312K
|
+8,195
|
+15%
|
|
|
8
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.39M
|
-$162K
|
-4,250
|
-11%
|
|
|
9
|
|
$1.23M
|
-$106K
|
-2,791
|
-8%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.01M
|
-$82.5K
|
-2,167
|
-8%
|
|
|
11
|
Schoolcraft Capital
Boulder,
Colorado
|
$921K
|
-$17.5K
|
-460
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$915K
|
-$24.4K
|
-640
|
-3%
|
|
|
13
|
SimplyRich
Carlsbad,
California
|
$883K
|
-$126K
|
-3,300
|
-13%
|
|
|
14
|
Slow Capital
Greenbrae,
California
|
$820K
|
-$26.5K
|
-697
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$760K
|
+$2.44K
|
+64
|
+0.3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$758K
|
-$95.6K
|
-2,512
|
-11%
|
|
|
17
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$623K
|
–
|
–
|
–
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$503K
|
-$38
|
-1
|
-0%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$400K
|
-$59.6K
|
-1,565
|
-13%
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$343K
|
+$3.81K
|
+100
|
+1%
|
|
|
21
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$311K
|
-$53.3K
|
-1,400
|
-15%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$286K
|
–
|
–
|
–
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$283K
|
+$229K
|
+6,010
|
+445%
|
|
|
24
|
BOK Financial Private Wealth
Denver,
Colorado
|
$275K
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$273K
|
-$2.44K
|
-64
|
-0.9%
|
|
