|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$52.5M
|
-$3.12M
|
-39,874
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$23.4M
|
-$1.58M
|
-20,242
|
-7%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$18.9M
|
+$1.8M
|
+23,041
|
+12%
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$15.9M
|
-$459K
|
-5,871
|
-3%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$14.3M
|
+$537K
|
+6,869
|
+4%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$13M
|
+$19.1K
|
+244
|
+0.2%
|
|
|
7
|
Efficient Advisors
Mason,
Ohio
|
$12.3M
|
-$1.28M
|
-16,361
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$2.37M
|
-30,282
|
-18%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.3M
|
+$3.59M
|
+45,879
|
+52%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$11.3M
|
-$1.15M
|
-14,753
|
-10%
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.3M
|
-$259K
|
-3,314
|
-3%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$9.98M
|
-$41.5K
|
-531
|
-0.5%
|
|
|
13
|
|
$9.72M
|
+$13.7K
|
+175
|
+0.2%
|
|
|
14
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$9.24M
|
+$335K
|
+4,280
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.98M
|
-$1.25M
|
-16,002
|
-17%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$6.92M
|
+$430K
|
+5,507
|
+7%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$6.84M
|
-$477K
|
-6,103
|
-7%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$6.79M
|
-$114K
|
-1,461
|
-2%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$6.44M
|
+$331K
|
+4,239
|
+6%
|
|
|
20
|
CPWM LLC
Seattle,
Washington
|
$6.42M
|
+$991K
|
+12,674
|
+21%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.02M
|
-$329K
|
-4,206
|
-6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
-$145K
|
-1,855
|
-3%
|
|
|
23
|
Schoolcraft Capital
Boulder,
Colorado
|
$5.45M
|
+$1.29M
|
+16,450
|
+36%
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.53M
|
-$180K
|
-2,300
|
-4%
|
|
|
25
|
|
$4.38M
|
-$606K
|
-7,751
|
-13%
|
|
