|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$43M
|
+$5.62M
|
+63,658
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
-$8.81M
|
-99,809
|
-26%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13M
|
+$17.1M
|
+193,487
|
New
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$12.6M
|
+$442K
|
+5,000
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$593K
|
-6,716
|
-4%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$10.5M
|
+$653K
|
+7,399
|
+5%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$10.5M
|
+$907K
|
+10,274
|
+7%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$10M
|
+$1.3M
|
+14,704
|
+11%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$9.65M
|
-$4.41M
|
-49,952
|
-26%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.15M
|
-$236K
|
-2,672
|
-2%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$7.7M
|
+$4.55M
|
+51,540
|
+81%
|
|
|
12
|
|
$7.46M
|
-$2.57M
|
-29,155
|
-21%
|
|
|
13
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$6.81M
|
+$1.8M
|
+20,386
|
+25%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.43M
|
-$546K
|
-6,187
|
-6%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$5.66M
|
-$565K
|
-6,397
|
-7%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.56M
|
+$2.43M
|
+27,571
|
+45%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$5.31M
|
-$268K
|
-3,037
|
-4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$4.94M
|
+$2.74M
|
+30,989
|
+73%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.91M
|
+$863K
|
+9,770
|
+15%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$4.67M
|
+$4.99M
|
+56,547
|
+426%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.38M
|
+$846K
|
+9,574
|
+17%
|
|
|
22
|
CPWM LLC
Seattle,
Washington
|
$4.08M
|
+$3.21M
|
+36,318
|
+148%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.89M
|
+$2.78M
|
+31,504
|
+119%
|
|
|
24
|
|
$3.88M
|
-$1.16M
|
-13,132
|
-18%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$3.83M
|
–
|
–
|
–
|
|
