|
1
|
Efficient Advisors
Mason,
Ohio
|
$4785万
|
-$74.5万
|
-12,522
|
-2%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4648万
|
+$231万
|
+38,892
|
+5%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$2682万
|
+$9.8万
|
+1,645
|
+0.4%
|
|
|
4
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1966万
|
+$30万
|
+5,038
|
+2%
|
|
|
5
|
|
$1897万
|
-$1450万
|
-243,904
|
-44%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1782万
|
+$45.1万
|
+7,588
|
+3%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
$1767万
|
+$47.4万
|
+7,967
|
+3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1613万
|
+$127万
|
+21,359
|
+9%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1439万
|
+$311万
|
+52,342
|
+29%
|
|
|
10
|
|
$1193万
|
+$49万
|
+8,245
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1172万
|
+$211万
|
+35,513
|
+23%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1112万
|
+$86.8万
|
+14,604
|
+9%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$826万
|
+$163万
|
+27,487
|
+26%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$784万
|
-$190万
|
-31,875
|
-20%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$775万
|
-$7.4万
|
-1,244
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$770万
|
+$78.2万
|
+13,159
|
+12%
|
|
|
17
|
|
$672万
|
-$237万
|
-39,913
|
-27%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$618万
|
-$7,908
|
-133
|
-0.1%
|
|
|
19
|
Capital Advantage
Walnut Creek,
California
|
$614万
|
-$37万
|
-6,230
|
-6%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$586万
|
+$60.9万
|
+10,246
|
+12%
|
|
|
21
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$524万
|
+$12.4万
|
+2,089
|
+3%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$512万
|
-$50.4万
|
-8,472
|
-9%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$500万
|
-$45.7万
|
-7,691
|
-9%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$461万
|
-$62.8万
|
-10,569
|
-12%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$445万
|
-$26.9万
|
-4,516
|
-6%
|
|
