|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$51.6M
|
-$1.83M
|
-20,392
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.9M
|
-$6.49M
|
-72,272
|
-16%
|
|
|
3
|
Dowling & Yahnke
San Diego,
California
|
$17.5M
|
-$332K
|
-3,701
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
-$1.24M
|
-13,859
|
-7%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$15.4M
|
+$559K
|
+6,228
|
+4%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$13.8M
|
-$1.34M
|
-14,905
|
-9%
|
|
|
7
|
|
$12.3M
|
-$1.6M
|
-17,810
|
-11%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$11.8M
|
+$1.39M
|
+15,468
|
+13%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$11.1M
|
-$158K
|
-1,758
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$2.52M
|
+28,056
|
+30%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$8.64M
|
+$132K
|
+1,465
|
+2%
|
|
|
12
|
First Merchants Corp
Muncie,
Indiana
|
$8.2M
|
+$8.35M
|
+92,997
|
New
|
|
|
13
|
|
$7.92M
|
+$469K
|
+5,227
|
+6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$7.81M
|
-$4.99M
|
-55,595
|
-39%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$7.46M
|
-$284K
|
-3,162
|
-4%
|
|
|
16
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$6.15M
|
+$1.87M
|
+20,853
|
+43%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$5.82M
|
-$33K
|
-367
|
-0.6%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$5.67M
|
-$909K
|
-10,117
|
-14%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.51M
|
+$25.7K
|
+286
|
+0.5%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.18M
|
-$2.1M
|
-23,326
|
-28%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$5.03M
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
-$29.1K
|
-324
|
-0.6%
|
|
|
23
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.07M
|
+$977K
|
+10,879
|
+31%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.92M
|
+$298K
|
+3,320
|
+8%
|
|
|
25
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.86M
|
-$43.6K
|
-485
|
-1%
|
|
