|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$68.3M
|
+$2.74M
|
+18,884
|
+4%
|
|
|
2
|
|
$53.9M
|
+$7.65M
|
+52,666
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
-$652K
|
-4,488
|
-1%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$28.6M
|
-$884K
|
-6,084
|
-3%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$25.7M
|
+$340K
|
+2,338
|
+1%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$22.7M
|
-$2.2M
|
-15,179
|
-9%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$21.2M
|
+$109K
|
+749
|
+0.5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$3.76M
|
-25,870
|
-15%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.1M
|
+$1.38M
|
+9,482
|
+8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$1.52M
|
+10,442
|
+8%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.2M
|
+$176K
|
+1,210
|
+1%
|
|
|
12
|
|
$16.4M
|
–
|
–
|
–
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$15.9M
|
+$69K
|
+475
|
+0.4%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$14.5M
|
-$441K
|
-3,033
|
-3%
|
|
|
15
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$14.2M
|
-$120K
|
-824
|
-0.8%
|
|
|
16
|
|
$13.9M
|
-$78.9K
|
-543
|
-0.6%
|
|
|
17
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$13.7M
|
+$1.19M
|
+8,220
|
+9%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$13.1M
|
-$1.28M
|
-8,810
|
-9%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$12.6M
|
+$454K
|
+3,126
|
+4%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.8M
|
+$256K
|
+1,762
|
+2%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$11.5M
|
+$284K
|
+1,952
|
+3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$10.5M
|
+$1.32M
|
+9,076
|
+14%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$223K
|
+1,535
|
+2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.98M
|
-$962K
|
-6,625
|
-9%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$9.83M
|
-$259K
|
-1,785
|
-3%
|
|
