|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.7M
|
+$3.04M
|
+40,680
|
+4%
|
|
|
2
|
|
$63.8M
|
+$25.2M
|
+336,776
|
+68%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$51.2M
|
-$1.3M
|
-17,342
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$47.8M
|
+$3.77M
|
+50,377
|
+9%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$40.3M
|
-$788K
|
-10,532
|
-2%
|
|
|
6
|
|
$36.7M
|
+$1.54M
|
+20,553
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.4M
|
+$414K
|
+5,527
|
+1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.8M
|
+$1.11M
|
+14,786
|
+4%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$28.5M
|
+$826K
|
+11,043
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
-$560K
|
-7,490
|
-3%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$18M
|
-$7.82M
|
-104,446
|
-31%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$13.1M
|
-$216K
|
-2,886
|
-2%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$10.6M
|
+$77.4K
|
+1,035
|
+0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
-$1.51M
|
-20,228
|
-14%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$9.44M
|
+$45K
|
+602
|
+0.5%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$9.26M
|
-$4.19K
|
-56
|
-0%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.81M
|
+$710K
|
+9,487
|
+9%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.29M
|
-$199K
|
-2,654
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.79M
|
+$1.07M
|
+14,360
|
+16%
|
|
|
20
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$7.42M
|
+$7.23M
|
+96,579
|
New
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$7.05M
|
+$94.4K
|
+1,262
|
+1%
|
|
|
22
|
Vantage Investment Partners
Kansas City,
Missouri
|
$6.36M
|
+$6.19M
|
+82,750
|
New
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.73M
|
+$5.58M
|
+74,597
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$5.69M
|
+$5.55M
|
+74,112
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.29M
|
+$609K
|
+8,137
|
+13%
|
|
