|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$65.3M
|
-$24.1M
|
-261,008
|
-27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39.9M
|
+$3.73M
|
+40,448
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19.3M
|
-$3.42M
|
-37,137
|
-15%
|
|
|
4
|
Dowling & Yahnke
San Diego,
California
|
$17.9M
|
+$7.45M
|
+80,797
|
+72%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$16.4M
|
-$706K
|
-7,660
|
-4%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$15M
|
+$941K
|
+10,216
|
+7%
|
|
|
7
|
|
$14.7M
|
+$1.33M
|
+14,449
|
+10%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.9M
|
-$197K
|
-2,141
|
-2%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$11.8M
|
+$525K
|
+5,697
|
+5%
|
|
|
10
|
Monroe Bank & Trust
Monroe,
Michigan
|
$9.42M
|
+$239K
|
+2,599
|
+3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$8.88M
|
+$8.82M
|
+95,758
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$8.34M
|
-$262K
|
-2,838
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.25M
|
-$497K
|
-5,392
|
-6%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.74M
|
-$723K
|
-7,841
|
-9%
|
|
|
15
|
|
$7.72M
|
+$237K
|
+2,577
|
+3%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$7.71M
|
+$4.19M
|
+45,494
|
+121%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$6.37M
|
+$830K
|
+9,009
|
+15%
|
|
|
18
|
Mutual of America Capital Management
New York
|
$6.2M
|
+$937K
|
+10,164
|
+18%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6M
|
+$285K
|
+3,094
|
+5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.69M
|
+$361K
|
+3,914
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.36M
|
-$868K
|
-9,423
|
-14%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$5.22M
|
+$285K
|
+3,093
|
+6%
|
|
|
23
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.11M
|
-$1.4M
|
-15,145
|
-22%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$4.53M
|
+$4.5M
|
+48,829
|
New
|
|
|
25
|
WESCAP Management Group
Glendale,
California
|
$4.22M
|
+$58.5K
|
+635
|
+1%
|
|
