|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$54.3M
|
-$173K
|
-1,895
|
-0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$24.2M
|
-$59.7K
|
-654
|
-0.2%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$19.2M
|
-$398K
|
-4,359
|
-2%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$17.2M
|
+$2.42M
|
+26,567
|
+16%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$17M
|
+$517K
|
+5,666
|
+3%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$12.8M
|
-$750K
|
-8,219
|
-5%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.1M
|
-$636K
|
-6,976
|
-5%
|
|
|
8
|
Efficient Advisors
Mason,
Ohio
|
$12M
|
-$735K
|
-8,061
|
-6%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$11.5M
|
-$141K
|
-1,550
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$1.07M
|
-11,695
|
-9%
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$10.5M
|
+$157K
|
+1,726
|
+2%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$10.4M
|
-$261K
|
-2,860
|
-2%
|
|
|
13
|
|
$9.75M
|
-$329K
|
-3,611
|
-3%
|
|
|
14
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$9.5M
|
-$83.1K
|
-911
|
-0.9%
|
|
|
15
|
CPWM LLC
Seattle,
Washington
|
$7.01M
|
+$359K
|
+3,937
|
+5%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$6.91M
|
-$187K
|
-2,052
|
-3%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$6.68M
|
-$360K
|
-3,949
|
-5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$6.42M
|
-$753K
|
-8,260
|
-10%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$6.33M
|
-$359K
|
-3,940
|
-5%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.87M
|
-$375K
|
-4,108
|
-6%
|
|
|
21
|
Schoolcraft Capital
Boulder,
Colorado
|
$5.72M
|
+$69K
|
+756
|
+1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$5.65M
|
-$88.4K
|
-969
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.59M
|
-$1.66M
|
-18,148
|
-23%
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.11M
|
+$186K
|
+2,038
|
+4%
|
|
|
25
|
Fidelity International
Hamilton,
Bermuda
|
$4.45M
|
–
|
–
|
–
|
|
