|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$72.2M
|
-$8.5M
|
-118,991
|
-10%
|
|
|
2
|
|
$58.2M
|
-$4.63M
|
-64,751
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$51.7M
|
-$658K
|
-9,213
|
-1%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$46.2M
|
-$215K
|
-3,013
|
-0.5%
|
|
|
5
|
|
$40.5M
|
+$2.74M
|
+38,382
|
+7%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$39.6M
|
+$2.55M
|
+35,707
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$35.6M
|
+$577K
|
+8,077
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.3M
|
+$3.47M
|
+48,520
|
+14%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$26.1M
|
-$1.64M
|
-22,903
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
-$2.08M
|
-29,125
|
-12%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$15M
|
+$1.45M
|
+20,276
|
+11%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.4M
|
+$563K
|
+7,875
|
+6%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$10M
|
-$65.7K
|
-920
|
-0.6%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$9.1M
|
+$599K
|
+8,386
|
+7%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$8.69M
|
-$104K
|
-1,450
|
-1%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.49M
|
+$407K
|
+5,693
|
+5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$8.35M
|
+$2.52M
|
+35,256
|
+43%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$7.83M
|
+$744K
|
+10,416
|
+10%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$7.63M
|
+$317K
|
+4,439
|
+4%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$7.54M
|
+$524K
|
+7,336
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.41M
|
-$866K
|
-12,117
|
-10%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.17M
|
-$307K
|
-4,295
|
-4%
|
|
|
23
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$6.96M
|
+$6.99M
|
+97,811
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$6.32M
|
+$151K
|
+2,107
|
+2%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.08M
|
+$197K
|
+2,754
|
+3%
|
|
