|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$57.5M
|
-$719K
|
-7,774
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
+$1.37M
|
+14,831
|
+4%
|
|
|
3
|
Dowling & Yahnke
San Diego,
California
|
$19.3M
|
-$462K
|
-4,992
|
-3%
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$18.2M
|
+$766K
|
+8,285
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$17M
|
-$1.83M
|
-19,808
|
-10%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$14.9M
|
-$603K
|
-6,516
|
-4%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$14.6M
|
+$1.14M
|
+12,313
|
+9%
|
|
|
8
|
|
$14M
|
+$103K
|
+1,115
|
+0.8%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$13.4M
|
+$12.4M
|
+134,537
|
New
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.4M
|
-$140K
|
-1,518
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$1.75M
|
-18,947
|
-16%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$9.04M
|
-$656K
|
-7,093
|
-7%
|
|
|
13
|
First Merchants Corp
Muncie,
Indiana
|
$8.71M
|
-$509K
|
-5,501
|
-6%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$8.18M
|
-$215K
|
-2,325
|
-3%
|
|
|
15
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.08M
|
+$1.06M
|
+11,499
|
+16%
|
|
|
16
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$7.52M
|
+$4.04M
|
+43,680
|
+136%
|
|
|
17
|
|
$7.07M
|
-$1.74M
|
-18,783
|
-21%
|
|
|
18
|
Mutual of America Capital Management
New York
|
$6.52M
|
-$41.9K
|
-453
|
-0.7%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.31M
|
+$80.7K
|
+873
|
+1%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$6.3M
|
-$95K
|
-1,027
|
-2%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.07M
|
+$206K
|
+2,226
|
+4%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$5.68M
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
-$22.8K
|
-247
|
-0.4%
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$5.03M
|
+$408K
|
+4,412
|
+10%
|
|
|
25
|
Fidelity International
Hamilton,
Bermuda
|
$4.98M
|
+$4.63M
|
+50,075
|
New
|
|
