|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.7M
|
+$3.77M
|
+55,166
|
+7%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$49.6M
|
-$1.76M
|
-25,736
|
-3%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$36M
|
-$1.43M
|
-20,829
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$32.5M
|
+$7.12M
|
+104,044
|
+29%
|
|
|
5
|
|
$31.5M
|
+$2.23M
|
+32,569
|
+8%
|
|
|
6
|
|
$30.3M
|
+$10.3M
|
+149,852
|
+52%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$28.8M
|
+$4.9M
|
+71,675
|
+21%
|
|
|
8
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$24.8M
|
+$607K
|
+8,874
|
+3%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$22.2M
|
+$1.36M
|
+19,859
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18M
|
+$4.9M
|
+71,592
|
+38%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$859K
|
+12,547
|
+7%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$11.7M
|
+$664K
|
+9,708
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
-$1.67M
|
-24,423
|
-14%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$9.33M
|
+$2.9M
|
+42,364
|
+46%
|
|
|
15
|
Private Vista
Chicago,
Illinois
|
$8.55M
|
-$3.21M
|
-46,947
|
-28%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$8.51M
|
-$109K
|
-1,598
|
-1%
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$8.39M
|
+$112K
|
+1,634
|
+1%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.55M
|
+$572K
|
+8,366
|
+8%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.21M
|
+$2.25M
|
+32,907
|
+47%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$6.44M
|
+$534K
|
+7,799
|
+9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.81M
|
+$631K
|
+9,221
|
+12%
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.53M
|
+$127K
|
+1,854
|
+3%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$4.27M
|
-$548K
|
-8,010
|
-12%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$4.2M
|
-$77.5K
|
-1,133
|
-2%
|
|
|
25
|
WESCAP Management Group
Glendale,
California
|
$4.19M
|
+$82.7K
|
+1,208
|
+2%
|
|
