|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$ 55,4 mi
|
+US$ 3,6 mi
|
+56.609
|
+7%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
US$ 48,4 mi
|
-US$ 1,79 mi
|
-28.166
|
-4%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
US$ 35,3 mi
|
+US$ 6,38 mi
|
+100.155
|
+23%
|
|
|
4
|
|
US$ 27,5 mi
|
+US$ 5,95 mi
|
+93.375
|
+29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$ 23,8 mi
|
+US$ 2,4 mi
|
+37.630
|
+12%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$ 22,8 mi
|
+US$ 1,07 mi
|
+16.835
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$ 22,4 mi
|
+US$ 8,63 mi
|
+135.527
|
+66%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$ 19,6 mi
|
+US$ 2,02 mi
|
+31.721
|
+12%
|
|
|
9
|
|
US$ 18,7 mi
|
+US$ 4,53 mi
|
+71.213
|
+33%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$ 12,3 mi
|
+US$ 3,87 mi
|
+60.829
|
+48%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 11,4 mi
|
+US$ 162 mil
|
+2.547
|
+1%
|
|
|
12
|
Private Vista
Chicago,
Illinois
|
US$ 11,3 mi
|
-US$ 4,5 mi
|
-70.631
|
-30%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
US$ 11,3 mi
|
+US$ 2,26 mi
|
+35.423
|
+26%
|
|
|
14
|
Cerity Partners OCIO
New York
|
US$ 10,3 mi
|
+US$ 800 mil
|
+12.561
|
+9%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
US$ 8,12 mi
|
-US$ 82,5 mil
|
-1.296
|
-1%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
US$ 7,79 mi
|
+US$ 194 mil
|
+3.041
|
+3%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$ 6,02 mi
|
–
|
–
|
–
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
US$ 6,01 mi
|
+US$ 1,22 mi
|
+19.214
|
+26%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
US$ 5,56 mi
|
+US$ 293 mil
|
+4.603
|
+6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$ 4,86 mi
|
+US$ 247 mil
|
+3.877
|
+6%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$ 4,63 mi
|
+US$ 69,2 mil
|
+1.086
|
+2%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
US$ 4,59 mi
|
-US$ 161 mil
|
-2.526
|
-4%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
US$ 4,32 mi
|
-US$ 518 mil
|
-8.135
|
-11%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
US$ 4,14 mi
|
+US$ 22,3 mil
|
+350
|
+0,6%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
US$ 4,03 mi
|
-US$ 76,4 mil
|
-1.199
|
-2%
|
|
