|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$56.5M
|
-$9.08M
|
-97,959
|
-14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.5M
|
+$1.42M
|
+15,317
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$19M
|
-$320K
|
-3,448
|
-2%
|
|
|
4
|
Dowling & Yahnke
San Diego,
California
|
$18.9M
|
+$935K
|
+10,087
|
+5%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$16M
|
-$553K
|
-5,964
|
-3%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$15.7M
|
+$547K
|
+5,898
|
+4%
|
|
|
7
|
|
$14.6M
|
-$110K
|
-1,187
|
-0.8%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$13.4M
|
+$5.67M
|
+61,113
|
+74%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.9M
|
-$31.2K
|
-336
|
-0.3%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$11.8M
|
-$20K
|
-216
|
-0.2%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$11.1M
|
+$6.5M
|
+70,100
|
+144%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$8.99M
|
+$69.6K
|
+751
|
+0.8%
|
|
|
13
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.75M
|
-$717K
|
-7,732
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.67M
|
+$2.94M
|
+31,703
|
+52%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$8.18M
|
-$195K
|
-2,105
|
-2%
|
|
|
16
|
|
$7.77M
|
+$129K
|
+1,394
|
+2%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.65M
|
-$130K
|
-1,407
|
-2%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$6.94M
|
+$538K
|
+5,800
|
+8%
|
|
|
19
|
Mutual of America Capital Management
New York
|
$6.18M
|
-$47K
|
-507
|
-0.8%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.8M
|
-$230K
|
-2,483
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.59M
|
-$2.68M
|
-28,943
|
-33%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$5.32M
|
+$70.6K
|
+761
|
+1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.25M
|
-$141K
|
-1,520
|
-3%
|
|
|
24
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$4.55M
|
+$917K
|
+9,890
|
+25%
|
|
|
25
|
WESCAP Management Group
Glendale,
California
|
$4.28M
|
+$38.3K
|
+413
|
+0.9%
|
|
