|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$65M
|
-$3.61M
|
-37,109
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37M
|
-$581K
|
-5,964
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
-$3.66M
|
-37,591
|
-11%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$19.2M
|
-$72.3K
|
-742
|
-0.4%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$14.9M
|
+$89.5K
|
+919
|
+0.6%
|
|
|
6
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13M
|
-$155K
|
-1,593
|
-1%
|
|
|
7
|
|
$12.8M
|
-$2.32M
|
-23,808
|
-15%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$11M
|
-$709K
|
-7,276
|
-6%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$10.9M
|
+$77.5K
|
+796
|
+0.7%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.2M
|
-$251K
|
-2,581
|
-2%
|
|
|
11
|
Monroe Bank & Trust
Monroe,
Michigan
|
$9.77M
|
-$259K
|
-2,655
|
-3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.5M
|
-$117K
|
-1,205
|
-1%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$9.08M
|
+$15.5K
|
+159
|
+0.2%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
$8.38M
|
+$1.33M
|
+13,685
|
+19%
|
|
|
15
|
|
$7.69M
|
+$999K
|
+10,259
|
+15%
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$6.48M
|
+$6.57M
|
+67,441
|
New
|
|
|
17
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.08M
|
+$225K
|
+2,314
|
+4%
|
|
|
18
|
Silvercrest Asset Management
New York
|
$6.03M
|
-$1.48M
|
-15,155
|
-19%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.63M
|
+$2.13M
|
+21,908
|
+60%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.46M
|
+$68.9K
|
+707
|
+1%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$5.32M
|
–
|
–
|
–
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.25M
|
+$771K
|
+7,920
|
+17%
|
|
|
23
|
WESCAP Management Group
Glendale,
California
|
$4.92M
|
+$173K
|
+1,780
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.38M
|
+$250K
|
+2,565
|
+6%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.15M
|
-$53K
|
-544
|
-1%
|
|
