|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.4M
|
+$5.51M
|
+84,961
|
+11%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$48.2M
|
-$864K
|
-13,331
|
-2%
|
|
|
3
|
|
$46.8M
|
+$2.59M
|
+39,875
|
+6%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$29.5M
|
+$7.39M
|
+113,936
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$620K
|
+9,566
|
+2%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$17.5M
|
+$1.88M
|
+28,981
|
+12%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$13.4M
|
+$244K
|
+3,770
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
-$245K
|
-3,774
|
-2%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$9.07M
|
+$163K
|
+2,509
|
+2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.89M
|
+$674K
|
+10,398
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.57M
|
-$1.91M
|
-29,523
|
-18%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.25M
|
–
|
–
|
–
|
|
|
13
|
Placemark Investments
Chicago,
Illinois
|
$6.45M
|
+$3.36M
|
+51,800
|
+109%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$5.96M
|
+$5.96M
|
+91,965
|
New
|
|
|
15
|
|
$5.94M
|
+$124K
|
+1,918
|
+2%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.91M
|
-$128K
|
-1,980
|
-2%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$5.65M
|
-$87.5K
|
-1,349
|
-2%
|
|
|
18
|
|
$5.56M
|
+$308K
|
+4,743
|
+6%
|
|
|
19
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.4M
|
-$2.05M
|
-31,621
|
-27%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.17M
|
+$37.5K
|
+578
|
+0.9%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$4.12M
|
+$627K
|
+9,672
|
+18%
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
$4.01M
|
+$368K
|
+5,677
|
+10%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$3.94M
|
+$674K
|
+10,387
|
+21%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$3.68M
|
+$64.7K
|
+998
|
+2%
|
|
|
25
|
Stratford Consulting
Addison,
Texas
|
$3.67M
|
+$22K
|
+339
|
+0.6%
|
|
