|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$88.7M
|
+$2.44M
|
+22,796
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$47.9M
|
+$5.79M
|
+53,984
|
+14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
-$1.95M
|
-18,178
|
-6%
|
|
|
4
|
|
$20.6M
|
+$982K
|
+9,161
|
+5%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$19.3M
|
-$725K
|
-6,769
|
-4%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$16.2M
|
-$418K
|
-3,897
|
-2%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$14M
|
+$14.1M
|
+131,904
|
New
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$12.2M
|
-$125K
|
-1,163
|
-1%
|
|
|
9
|
Henshaw Capital
Woburn,
Massachusetts
|
$11.7M
|
+$11.8M
|
+110,500
|
New
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$11.3M
|
-$327K
|
-3,051
|
-3%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.9M
|
-$254K
|
-2,374
|
-2%
|
|
|
12
|
Monroe Bank & Trust
Monroe,
Michigan
|
$10.8M
|
+$54.1K
|
+505
|
+0.5%
|
|
|
13
|
Baker Avenue Asset Management
San Francisco,
California
|
$9.95M
|
+$380K
|
+3,549
|
+4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$9.94M
|
-$115K
|
-1,069
|
-1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.35M
|
+$3.36M
|
+31,341
|
+55%
|
|
|
16
|
|
$8.69M
|
+$140K
|
+1,303
|
+2%
|
|
|
17
|
BOK Financial Private Wealth
Denver,
Colorado
|
$8.59M
|
-$588K
|
-5,484
|
-6%
|
|
|
18
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$7.37M
|
-$1.57M
|
-14,681
|
-17%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$7.27M
|
+$28.6K
|
+267
|
+0.4%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.89M
|
-$70.7K
|
-660
|
-1%
|
|
|
21
|
Cambria Investment Management
Manhattan Beach,
California
|
$6.43M
|
-$77.1K
|
-719
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.26M
|
-$1.13M
|
-10,537
|
-15%
|
|
|
23
|
Silvercrest Asset Management
New York
|
$5.94M
|
-$239K
|
-2,230
|
-4%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$5.66M
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.59M
|
+$808K
|
+7,536
|
+17%
|
|
