|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.8M
|
+$1.94M
|
+32,291
|
+4%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$46.1M
|
-$714K
|
-11,903
|
-2%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$26.3M
|
+$109K
|
+1,822
|
+0.4%
|
|
|
4
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$19.9M
|
+$624K
|
+10,394
|
+3%
|
|
|
5
|
|
$19.6M
|
+$1.08M
|
+18,009
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
+$2.13M
|
+35,497
|
+12%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.1M
|
+$2.02M
|
+33,721
|
+14%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
$15M
|
-$3.55M
|
-59,225
|
-20%
|
|
|
9
|
|
$12.9M
|
+$1.2M
|
+19,949
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$950K
|
+15,836
|
+8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$572K
|
-9,532
|
-5%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$8.72M
|
+$650K
|
+10,840
|
+8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.19M
|
+$2.14M
|
+35,723
|
+35%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.59M
|
+$61.6K
|
+1,026
|
+0.8%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.52M
|
-$63.2K
|
-1,054
|
-0.8%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$6.96M
|
+$953K
|
+15,889
|
+16%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.11M
|
-$1.56M
|
-25,974
|
-20%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.02M
|
+$282K
|
+4,696
|
+5%
|
|
|
19
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.14M
|
+$17.4K
|
+290
|
+0.3%
|
|
|
20
|
|
$4.92M
|
-$1.65M
|
-27,483
|
-25%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$4.82M
|
-$69.7K
|
-1,162
|
-1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.58M
|
+$78.4K
|
+1,306
|
+2%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$4.45M
|
-$556K
|
-9,271
|
-11%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$4.36M
|
-$146K
|
-2,433
|
-3%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$4.36M
|
+$251K
|
+4,182
|
+6%
|
|
