|
1
|
Efficient Advisors
Mason,
Ohio
|
$46.7M
|
-$1.28M
|
-23,105
|
-3%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.2M
|
+$4.08M
|
+73,822
|
+12%
|
|
|
3
|
|
$33.1M
|
-$3.14M
|
-56,712
|
-9%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$25M
|
+$5.95M
|
+107,587
|
+34%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$18.7M
|
+$803K
|
+14,519
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
-$2.04M
|
-36,807
|
-11%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
$16.6M
|
+$1.44M
|
+26,030
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$2.3M
|
+41,575
|
+22%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
+$458K
|
+8,279
|
+4%
|
|
|
10
|
|
$10.4M
|
+$1.22M
|
+21,983
|
+14%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.92M
|
+$429K
|
+7,765
|
+5%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.72M
|
-$581K
|
-10,516
|
-7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.29M
|
-$7.8M
|
-141,068
|
-50%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$8.19M
|
-$4.17M
|
-75,427
|
-35%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.25M
|
+$1.46M
|
+26,486
|
+27%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.64M
|
+$521K
|
+9,414
|
+9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$2.32M
|
+41,868
|
+62%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$5.84M
|
+$311K
|
+5,628
|
+6%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$5.27M
|
+$33.2K
|
+600
|
+0.7%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$4.82M
|
-$999K
|
-18,070
|
-18%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$4.67M
|
-$335K
|
-6,052
|
-7%
|
|
|
22
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.65M
|
+$220K
|
+3,973
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4.64M
|
+$73K
|
+1,320
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.63M
|
+$1.44M
|
+25,956
|
+49%
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.61M
|
+$66.2K
|
+1,198
|
+2%
|
|
