|
1
|
Savant Capital
Rockford,
Illinois
|
USD 96.9 M
|
-USD 992 k
|
-13,138
|
-1%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
USD 40.6 M
|
-USD 553 k
|
-7,319
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 30.7 M
|
-USD 959 k
|
-12,701
|
-3%
|
|
|
4
|
3D/L Capital Management
Hartford,
Connecticut
|
USD 22.4 M
|
-USD 632 k
|
-8,373
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
USD 19.3 M
|
+USD 2.81 M
|
+37,146
|
+17%
|
|
|
6
|
|
USD 17.5 M
|
+USD 451 k
|
+5,965
|
+3%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
USD 15.5 M
|
-USD 12.5 k
|
-166
|
-0.1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 13.1 M
|
+USD 898 k
|
+11,895
|
+7%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 12.3 M
|
+USD 11.6 M
|
+153,290
|
+1,376%
|
|
|
10
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
USD 10.7 M
|
-USD 77.3 k
|
-1,023
|
-0.7%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
USD 10.2 M
|
-USD 6.42 M
|
-85,038
|
-38%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
USD 10.1 M
|
-USD 142 k
|
-1,886
|
-1%
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
USD 8.9 M
|
+USD 327 k
|
+4,326
|
+4%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
USD 8.58 M
|
+USD 239 k
|
+3,163
|
+3%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
USD 7.84 M
|
-USD 699 k
|
-9,256
|
-8%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 6.87 M
|
+USD 2.18 M
|
+28,840
|
+46%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 6.53 M
|
-USD 1.17 M
|
-15,482
|
-15%
|
|
|
18
|
Barber Financial Group
Lenexa,
Kansas
|
USD 6.42 M
|
+USD 370 k
|
+4,904
|
+6%
|
|
|
19
|
Tacita Capital
Toronto,
Ontario, Canada
|
USD 6.28 M
|
+USD 226 k
|
+2,990
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
USD 6.28 M
|
+USD 1.36 M
|
+18,045
|
+27%
|
|
|
21
|
RPG Investment Advisory
Pleasanton,
California
|
USD 5.84 M
|
-USD 31.8 k
|
-421
|
-0.5%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
USD 5.84 M
|
+USD 630 k
|
+8,342
|
+12%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
USD 5.8 M
|
+USD 125 k
|
+1,659
|
+2%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
USD 5.69 M
|
+USD 148 k
|
+1,954
|
+3%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
USD 5.69 M
|
-USD 155 k
|
-2,058
|
-3%
|
|
