|
1
|
Efficient Advisors
Mason,
Ohio
|
$47.4M
|
-$179K
|
-3,094
|
-0.4%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.3M
|
+$2.8M
|
+48,287
|
+8%
|
|
|
3
|
|
$36M
|
+$1.82M
|
+31,424
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
-$5.44M
|
-94,004
|
-22%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$18.4M
|
+$258K
|
+4,458
|
+1%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$17.6M
|
+$433K
|
+7,484
|
+3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$11.1M
|
+192,397
|
+215%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
$13M
|
+$14.4M
|
+249,352
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
+$750K
|
+12,953
|
+6%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$12.5M
|
-$2.39M
|
-41,185
|
-16%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$2.29M
|
-39,596
|
-17%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.34M
|
+$145K
|
+2,501
|
+2%
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.21M
|
+$435K
|
+7,515
|
+5%
|
|
|
14
|
|
$8.95M
|
-$1.57M
|
-27,161
|
-15%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6M
|
+$2.99M
|
+51,656
|
+100%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.61M
|
-$3.71K
|
-64
|
-0.1%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$5.45M
|
+$68.1K
|
+1,176
|
+1%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$5.44M
|
+$1.28M
|
+22,073
|
+31%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$5.16M
|
+$877K
|
+15,139
|
+21%
|
|
|
20
|
Vicus Capital
State College,
Pennsylvania
|
$4.97M
|
+$4.96M
|
+85,576
|
New
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$4.96M
|
-$721K
|
-12,448
|
-13%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.59M
|
+$2.27M
|
+39,127
|
+96%
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.47M
|
+$93.2K
|
+1,609
|
+2%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$4.38M
|
-$623K
|
-10,753
|
-14%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.36M
|
+$365K
|
+6,296
|
+9%
|
|
