|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$67.9M
|
+$1.23M
|
+17,105
|
+2%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$50.6M
|
-$2.18M
|
-30,312
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$42.3M
|
+$7.48M
|
+104,011
|
+22%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
$39.5M
|
+$1.19M
|
+16,492
|
+3%
|
|
|
5
|
|
$36.5M
|
+$2.94M
|
+40,805
|
+9%
|
|
|
6
|
|
$33.8M
|
+$1.6M
|
+22,239
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$33.7M
|
+$2.96M
|
+41,088
|
+10%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.6M
|
+$9.18M
|
+127,574
|
+49%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$26.6M
|
+$230K
|
+3,196
|
+0.9%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$25M
|
+$1.34M
|
+18,562
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$5.26M
|
+73,095
|
+40%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$12.8M
|
+$407K
|
+5,654
|
+3%
|
|
|
13
|
|
$11.1M
|
+$10.8M
|
+149,906
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$327K
|
-4,550
|
-3%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$10.2M
|
+$240K
|
+3,331
|
+2%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$9.04M
|
+$121K
|
+1,676
|
+1%
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
$8.92M
|
-$122K
|
-1,697
|
-1%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.18M
|
+$138K
|
+1,922
|
+2%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.78M
|
+$114K
|
+1,579
|
+2%
|
|
|
20
|
Private Vista
Chicago,
Illinois
|
$7.06M
|
-$1.73M
|
-24,004
|
-20%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$6.7M
|
-$147K
|
-2,040
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.44M
|
+$258K
|
+3,583
|
+4%
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.95M
|
+$126K
|
+1,749
|
+3%
|
|
|
24
|
WESCAP Management Group
Glendale,
California
|
$4.55M
|
+$92.6K
|
+1,287
|
+2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.49M
|
+$338K
|
+4,705
|
+8%
|
|
