|
1
|
Efficient Advisors
Mason,
Ohio
|
$50.1M
|
+$85.4K
|
+1,369
|
+0.2%
|
|
|
2
|
|
$38.5M
|
+$4.25M
|
+68,041
|
+12%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35.9M
|
-$2.51M
|
-40,176
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
+$5.34M
|
+85,560
|
+20%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$26.5M
|
+$23.7M
|
+379,578
|
+641%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$17.2M
|
+$1.1M
|
+17,579
|
+7%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$16.4M
|
+$282K
|
+4,521
|
+2%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$15.8M
|
-$265K
|
-4,248
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$1.83M
|
+29,281
|
+14%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.9M
|
+$361K
|
+5,784
|
+3%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$11.9M
|
+$5.72M
|
+91,634
|
+87%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.35M
|
+$34.6K
|
+554
|
+0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.19M
|
+$6.08M
|
+97,368
|
+177%
|
|
|
14
|
|
$8.73M
|
+$296K
|
+4,744
|
+3%
|
|
|
15
|
Gupta Wealth Management
San Diego,
California
|
$8.2M
|
+$1.25M
|
+20,063
|
+17%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$7.81M
|
+$1.54M
|
+24,716
|
+24%
|
|
|
17
|
Evanson Asset Management
Carmel,
California
|
$6.05M
|
+$667K
|
+10,686
|
+12%
|
|
|
18
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.7M
|
-$80.4K
|
-1,288
|
-1%
|
|
|
19
|
IndexIQ Advisors
New York
|
$5.55M
|
+$5.46M
|
+87,566
|
+1,974%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$5.16M
|
-$157K
|
-2,524
|
-3%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.66M
|
-$145K
|
-2,322
|
-3%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$4.26M
|
+$166K
|
+2,660
|
+4%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$4.02M
|
+$447K
|
+7,160
|
+12%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$4.01M
|
+$207K
|
+3,324
|
+5%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.94M
|
+$1.3M
|
+20,757
|
+47%
|
|
