|
1
|
Efficient Advisors
Mason,
Ohio
|
$49.1M
|
+$1.66M
|
+28,856
|
+4%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.6M
|
-$9.21M
|
-159,883
|
-20%
|
|
|
3
|
|
$33.8M
|
-$960K
|
-16,663
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25M
|
+$900K
|
+15,612
|
+4%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.9M
|
+$899K
|
+15,595
|
+6%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$15.8M
|
-$291K
|
-5,053
|
-2%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$15.8M
|
-$91.4K
|
-1,585
|
-0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$7.89M
|
+136,842
|
+204%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$345K
|
+5,979
|
+3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.15M
|
+$414K
|
+7,182
|
+5%
|
|
|
11
|
|
$8.29M
|
+$459K
|
+7,958
|
+6%
|
|
|
12
|
Gupta Wealth Management
San Diego,
California
|
$6.87M
|
+$6.68M
|
+115,860
|
New
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$6.26M
|
-$10.2M
|
-177,122
|
-63%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.21M
|
+$1.24M
|
+21,501
|
+26%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.67M
|
-$238K
|
-4,131
|
-4%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$5.31M
|
+$282K
|
+4,890
|
+6%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$5.22M
|
-$148K
|
-2,568
|
-3%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.72M
|
+$5.19K
|
+90
|
+0.1%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$4.18M
|
-$197K
|
-3,415
|
-5%
|
|
|
20
|
|
$4.14M
|
+$4.02M
|
+69,816
|
New
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$4.13M
|
-$258K
|
-4,483
|
-6%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$4.03M
|
+$1.43M
|
+24,878
|
+58%
|
|
|
23
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$3.9M
|
+$1.39M
|
+24,061
|
+58%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$3.74M
|
+$47.9K
|
+831
|
+1%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$3.52M
|
+$3.43M
|
+59,428
|
New
|
|
