|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$85.1M
|
+$12M
|
+154,027
|
+16%
|
|
|
2
|
|
$69.5M
|
+$6.09M
|
+78,210
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$56.6M
|
+$9.19M
|
+118,067
|
+19%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$49.6M
|
-$1.35M
|
-17,414
|
-3%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$39.6M
|
-$447K
|
-5,750
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
+$4.35M
|
+55,912
|
+12%
|
|
|
7
|
|
$38.5M
|
+$2.01M
|
+25,827
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31M
|
+$325K
|
+4,178
|
+1%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$29.7M
|
+$1.4M
|
+17,935
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$894K
|
-11,487
|
-5%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$13.7M
|
+$649K
|
+8,342
|
+5%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$10.7M
|
+$124K
|
+1,595
|
+1%
|
|
|
13
|
Capital Advantage
Walnut Creek,
California
|
$9.48M
|
+$89.9K
|
+1,156
|
+0.9%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$9.01M
|
-$217K
|
-2,786
|
-2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.89M
|
-$704K
|
-9,052
|
-7%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.68M
|
-$87.8K
|
-1,129
|
-1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.4M
|
+$662K
|
+8,513
|
+8%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.32M
|
+$78.4K
|
+1,008
|
+0.9%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8.25M
|
+$4.4M
|
+56,548
|
+112%
|
|
|
20
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$7.56M
|
+$178K
|
+2,293
|
+2%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$7.39M
|
+$7.52M
|
+96,672
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$7.25M
|
+$2.53M
|
+32,545
|
+52%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$6.73M
|
-$293K
|
-3,772
|
-4%
|
|
|
24
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$6.63M
|
+$2.49M
|
+32,031
|
+59%
|
|
|
25
|
Vantage Investment Partners
Kansas City,
Missouri
|
$6.33M
|
–
|
–
|
–
|
|
