|
1
|
Efficient Advisors
Mason,
Ohio
|
$45.2M
|
-$605K
|
-10,392
|
-1%
|
|
|
2
|
|
$32.4M
|
-$2.99M
|
-51,248
|
-8%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.8M
|
-$994K
|
-17,058
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.5M
|
-$4.71M
|
-80,892
|
-16%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$17.2M
|
+$2.36M
|
+40,499
|
+15%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$16.3M
|
+$561K
|
+9,629
|
+3%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$14.1M
|
-$357K
|
-6,119
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
-$121K
|
-2,072
|
-0.9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$553K
|
+9,491
|
+5%
|
|
|
10
|
|
$10M
|
+$10.6M
|
+181,403
|
New
|
|
|
11
|
|
$9.99M
|
+$2.12M
|
+36,431
|
+25%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.73M
|
+$193K
|
+3,307
|
+2%
|
|
|
13
|
Gupta Wealth Management
San Diego,
California
|
$8.55M
|
+$1.11M
|
+19,045
|
+14%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.33M
|
+$1.26M
|
+21,557
|
+17%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$5.43M
|
-$5.76M
|
-98,875
|
-50%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$5.4M
|
-$145K
|
-2,484
|
-2%
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.33M
|
+$132K
|
+2,260
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
-$3.66M
|
-62,904
|
-41%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$4.38M
|
-$361K
|
-6,204
|
-7%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.16M
|
-$107K
|
-1,835
|
-2%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$4.07M
|
+$417K
|
+7,160
|
+11%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$4.02M
|
+$131K
|
+2,248
|
+3%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$3.94M
|
+$293K
|
+5,030
|
+8%
|
|
|
24
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.79M
|
+$195K
|
+3,348
|
+5%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.38M
|
+$1.23M
|
+21,118
|
+53%
|
|
