|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50.1M
|
+$1.4M
|
+22,172
|
+3%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$44.6M
|
+$577K
|
+9,103
|
+1%
|
|
|
3
|
|
$34.5M
|
-$8.75M
|
-138,179
|
-19%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$30.9M
|
+$4.32M
|
+68,178
|
+15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
-$576K
|
-9,092
|
-2%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$17.3M
|
+$17.9M
|
+282,786
|
+2,824%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$14.7M
|
-$1.39M
|
-21,885
|
-8%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$14.5M
|
+$2.38M
|
+37,634
|
+18%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
-$1.09M
|
-17,145
|
-9%
|
|
|
10
|
|
$9.03M
|
+$3.86M
|
+60,893
|
+66%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.46M
|
+$363K
|
+5,726
|
+4%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$8.27M
|
-$12K
|
-189
|
-0.1%
|
|
|
13
|
|
$8.18M
|
+$8.76M
|
+138,250
|
New
|
|
|
14
|
|
$7.66M
|
+$2.76M
|
+43,547
|
+51%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.09M
|
-$792K
|
-12,502
|
-9%
|
|
|
16
|
Placemark Investments
Chicago,
Illinois
|
$6.34M
|
+$478K
|
+7,546
|
+8%
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$6.28M
|
+$895K
|
+14,135
|
+15%
|
|
|
18
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.43M
|
+$38K
|
+600
|
+0.7%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$5.23M
|
+$72.2K
|
+1,140
|
+1%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.6M
|
-$354K
|
-5,585
|
-7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$4.07M
|
+$325K
|
+5,127
|
+8%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$3.91M
|
+$340K
|
+5,368
|
+9%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$3.88M
|
+$235K
|
+3,714
|
+6%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$3.47M
|
+$112K
|
+1,772
|
+3%
|
|
|
25
|
Stratford Consulting
Addison,
Texas
|
$3.31M
|
-$49.3K
|
-778
|
-1%
|
|
