|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81.6M
|
+$1.59M
|
+20,829
|
+2%
|
|
|
2
|
|
$63.5M
|
-$1.99M
|
-26,188
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$52.9M
|
-$333K
|
-4,377
|
-0.6%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$47M
|
+$308K
|
+4,039
|
+0.6%
|
|
|
5
|
|
$38.2M
|
+$2.06M
|
+27,017
|
+5%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$37.5M
|
+$173K
|
+2,278
|
+0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.4M
|
-$1.88M
|
-24,744
|
-5%
|
|
|
8
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$28.1M
|
+$129K
|
+1,691
|
+0.4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
-$5.33M
|
-70,014
|
-17%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
+$490K
|
+6,431
|
+3%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$13.7M
|
+$860K
|
+11,294
|
+6%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$10.2M
|
+$155K
|
+2,034
|
+1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.99M
|
+$2.2M
|
+28,838
|
+26%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
$8.89M
|
-$32.7K
|
-429
|
-0.3%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$8.6M
|
+$131K
|
+1,720
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.36M
|
+$21.9K
|
+288
|
+0.2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.15M
|
-$22.5K
|
-296
|
-0.3%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.56M
|
-$296K
|
-3,886
|
-4%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$7.4M
|
+$304K
|
+3,991
|
+4%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$7.18M
|
+$363K
|
+4,764
|
+5%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$7.1M
|
+$153K
|
+2,007
|
+2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$6.23M
|
-$1.55M
|
-20,333
|
-19%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$5.95M
|
-$409K
|
-5,368
|
-6%
|
|
|
24
|
Vantage Investment Partners
Kansas City,
Missouri
|
$5.95M
|
–
|
–
|
–
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.95M
|
+$276K
|
+3,624
|
+5%
|
|
