|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$79.6M
|
+$12.1M
|
+130,289
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.2M
|
-$5.67M
|
-61,064
|
-14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
-$4.95M
|
-53,294
|
-18%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$15.2M
|
+$333K
|
+3,580
|
+2%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$12.5M
|
-$54.7K
|
-589
|
-0.4%
|
|
|
6
|
|
$11.9M
|
-$4.61M
|
-49,634
|
-26%
|
|
|
7
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.7M
|
-$175K
|
-1,885
|
-1%
|
|
|
8
|
Dowling & Yahnke
San Diego,
California
|
$10.5M
|
+$459K
|
+4,943
|
+5%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$9.99M
|
+$625K
|
+6,733
|
+6%
|
|
|
10
|
Henshaw Capital
Woburn,
Massachusetts
|
$9.11M
|
–
|
–
|
–
|
|
|
11
|
Cumberland Advisors
Sarasota,
Florida
|
$8.88M
|
+$5.2M
|
+56,015
|
+108%
|
|
|
12
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.16M
|
-$224K
|
-2,415
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.78M
|
+$595K
|
+6,400
|
+7%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$7.64M
|
-$79.3K
|
-854
|
-0.9%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.53M
|
-$1.08M
|
-11,633
|
-11%
|
|
|
16
|
|
$6.65M
|
-$100K
|
-1,081
|
-1%
|
|
|
17
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$6.27M
|
+$7.06M
|
+76,017
|
New
|
|
|
18
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.79M
|
-$984K
|
-10,591
|
-13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
+$777K
|
+8,369
|
+14%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.08M
|
-$297K
|
-3,195
|
-5%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$4.92M
|
+$3.95M
|
+42,499
|
+247%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.73M
|
+$1.07M
|
+11,545
|
+25%
|
|
|
23
|
Mutual of America Capital Management
New York
|
$4.67M
|
+$1.55M
|
+16,650
|
+42%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$4.39M
|
–
|
–
|
–
|
|
|
25
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.29M
|
-$1.61M
|
-17,319
|
-25%
|
|
