|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$71.4M
|
+$5.48M
|
+37,788
|
+8%
|
|
|
2
|
|
$50.3M
|
-$1.97M
|
-13,589
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
+$4.09M
|
+28,202
|
+9%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$28M
|
+$285K
|
+1,962
|
+1%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$25.2M
|
+$363K
|
+2,502
|
+1%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$23.4M
|
+$11.6M
|
+80,070
|
+91%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$20.9M
|
-$1.14M
|
-7,851
|
-5%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$20.8M
|
+$318K
|
+2,191
|
+1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
+$656K
|
+4,521
|
+3%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.6M
|
-$323K
|
-2,226
|
-2%
|
|
|
11
|
Naviter Wealth
Little Rock,
Arkansas
|
$17.7M
|
+$18.4M
|
+126,760
|
New
|
|
|
12
|
|
$15.9M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
-$3.63M
|
-25,011
|
-19%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$15.3M
|
+$1.34M
|
+9,267
|
+9%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$15.2M
|
-$290K
|
-1,999
|
-2%
|
|
|
16
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$14.3M
|
+$1.02M
|
+7,036
|
+7%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$13.8M
|
-$42.4K
|
-292
|
-0.3%
|
|
|
18
|
|
$13.6M
|
+$162K
|
+1,116
|
+1%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$12.3M
|
-$431K
|
-2,972
|
-3%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.7M
|
-$6.09M
|
-41,998
|
-33%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$11.5M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
+$1.03M
|
+7,092
|
+10%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$10.3M
|
+$143K
|
+983
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$585K
|
+4,031
|
+6%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
+$1.04M
|
+7,163
|
+11%
|
|
