|
1
|
Bank of America
Charlotte,
North Carolina
|
$49.2M
|
+$1.68M
|
+11,359
|
+4%
|
|
|
2
|
|
$49M
|
+$9.8M
|
+66,167
|
+26%
|
|
|
3
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$42.6M
|
+$316K
|
+2,135
|
+0.5%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$31.2M
|
-$382K
|
-2,575
|
-1%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$26.8M
|
+$1.74M
|
+11,750
|
+7%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$26.4M
|
-$2.24M
|
-15,135
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
+$1.22M
|
+8,202
|
+5%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$22.3M
|
-$1.57M
|
-10,613
|
-7%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.5M
|
+$2.68M
|
+18,085
|
+17%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19M
|
+$4.14M
|
+27,972
|
+29%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$19M
|
-$1.52M
|
-10,234
|
-8%
|
|
|
12
|
|
$17.4M
|
–
|
–
|
–
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$16.8M
|
-$855K
|
-5,769
|
-5%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$15.8M
|
+$2.53M
|
+17,041
|
+20%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$15.2M
|
-$987K
|
-6,659
|
-6%
|
|
|
16
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$15.2M
|
-$66.5K
|
-449
|
-0.4%
|
|
|
17
|
|
$14.7M
|
-$38.4K
|
-259
|
-0.3%
|
|
|
18
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$13.2M
|
+$348K
|
+2,349
|
+3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$12.9M
|
-$5.49M
|
-37,054
|
-30%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.2M
|
+$257K
|
+1,733
|
+2%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$11.9M
|
+$54.5K
|
+368
|
+0.5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
-$624K
|
-4,212
|
-5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
-$3.32M
|
-22,425
|
-24%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.7M
|
-$1.96M
|
-13,225
|
-16%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$9.98M
|
-$225K
|
-1,519
|
-2%
|
|
