|
1
|
Efficient Advisors
Mason,
Ohio
|
$4446万
|
-$4.07万
|
-689
|
-0.1%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4031万
|
+$113万
|
+19,207
|
+3%
|
|
|
3
|
|
$3103万
|
-$53.1万
|
-8,988
|
-2%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$2443万
|
+$67.7万
|
+11,467
|
+3%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1769万
|
-$11.5万
|
-1,955
|
-0.6%
|
|
|
6
|
Private Vista
Chicago,
Illinois
|
$1616万
|
+$76.1万
|
+12,885
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1587万
|
-$74.7万
|
-12,653
|
-4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1354万
|
+$76.2万
|
+12,893
|
+6%
|
|
|
9
|
|
$1045万
|
+$60.2万
|
+10,192
|
+6%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1022万
|
+$201万
|
+34,031
|
+23%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$935万
|
-$393万
|
-66,472
|
-29%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$896万
|
-$52万
|
-8,801
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$873万
|
+$87.6万
|
+14,828
|
+11%
|
|
|
14
|
|
$838万
|
+$665万
|
+112,643
|
+307%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$716万
|
+$26.3万
|
+4,455
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$630万
|
+$19.2万
|
+3,254
|
+3%
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$596万
|
+$41.8万
|
+7,080
|
+7%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$594万
|
+$104万
|
+17,549
|
+20%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$566万
|
-$70万
|
-11,857
|
-11%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$516万
|
-$279万
|
-47,187
|
-34%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$500万
|
+$57.8万
|
+9,789
|
+12%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$480万
|
+$41.4万
|
+7,013
|
+9%
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$479万
|
+$41.9万
|
+7,093
|
+9%
|
|
|
24
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$467万
|
+$25.3万
|
+4,286
|
+5%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$460万
|
-$25.5万
|
-4,319
|
-5%
|
|
