|
1
|
Efficient Advisors
Mason,
Ohio
|
49,1 Mio. $
|
+1,66 Mio. $
|
+28.856
|
+4 %
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
37,6 Mio. $
|
-9,21 Mio. $
|
-159.883
|
-20 %
|
|
|
3
|
|
33,8 Mio. $
|
-960.362 $
|
-16.663
|
-3 %
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
25 Mio. $
|
+899.788 $
|
+15.612
|
+4 %
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
15,9 Mio. $
|
+898.808 $
|
+15.595
|
+6 %
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
15,8 Mio. $
|
-291.227 $
|
-5.053
|
-2 %
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
15,8 Mio. $
|
-91.351 $
|
-1.585
|
-0,6 %
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
12,1 Mio. $
|
+7,89 Mio. $
|
+136.842
|
+204 %
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
11,4 Mio. $
|
+344.596 $
|
+5.979
|
+3 %
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
9,15 Mio. $
|
+413.930 $
|
+7.182
|
+5 %
|
|
|
11
|
|
8,3 Mio. $
|
+458.655 $
|
+7.958
|
+6 %
|
|
|
12
|
Gupta Wealth Management
San Diego,
California
|
6,87 Mio. $
|
+6,68 Mio. $
|
+115.860
|
Neu
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
6,26 Mio. $
|
-10,2 Mio. $
|
-177.122
|
-63 %
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
6,21 Mio. $
|
+1,24 Mio. $
|
+21.501
|
+26 %
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
5,67 Mio. $
|
-238.088 $
|
-4.131
|
-4 %
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
5,31 Mio. $
|
+281.832 $
|
+4.890
|
+6 %
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
5,22 Mio. $
|
-148.005 $
|
-2.568
|
-3 %
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
4,72 Mio. $
|
+5.187 $
|
+90
|
+0,1 %
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
4,18 Mio. $
|
-196.821 $
|
-3.415
|
-5 %
|
|
|
20
|
|
4,14 Mio. $
|
+4,02 Mio. $
|
+69.816
|
Neu
|
|
|
21
|
AssetMark Inc
Concord,
California
|
4,14 Mio. $
|
-258.375 $
|
-4.483
|
-6 %
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
4,03 Mio. $
|
+1,43 Mio. $
|
+24.878
|
+58 %
|
|
|
23
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
3,9 Mio. $
|
+1,39 Mio. $
|
+24.061
|
+58 %
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
3,74 Mio. $
|
+47.894 $
|
+831
|
+1 %
|
|
|
25
|
Cerity Partners OCIO
New York
|
3,52 Mio. $
|
+3,43 Mio. $
|
+59.428
|
Neu
|
|
