|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61.6M
|
+$366K
|
+5,642
|
+0.6%
|
|
|
2
|
|
$51.2M
|
+$1.97M
|
+30,384
|
+4%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$40.1M
|
+$924K
|
+14,262
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
-$5.87M
|
-90,634
|
-12%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$33.7M
|
+$185K
|
+2,848
|
+0.5%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$21.9M
|
-$313K
|
-4,832
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
-$10.6M
|
-164,159
|
-33%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$13.6M
|
+209,689
|
+201%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
-$7.94M
|
-122,563
|
-32%
|
|
|
10
|
Ritholtz Wealth Management
New York
|
$13.4M
|
+$14.4M
|
+221,760
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$123K
|
-1,903
|
-0.9%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$10.5M
|
+$3.03M
|
+46,748
|
+37%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$5.39M
|
+83,243
|
+94%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.24M
|
+$420K
|
+6,473
|
+4%
|
|
|
15
|
GHP Investment Advisors
Denver,
Colorado
|
$7.66M
|
-$926K
|
-14,285
|
-10%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.41M
|
+$255K
|
+3,941
|
+3%
|
|
|
17
|
Meridian Financial Partners
Warrenton,
Virginia
|
$7.02M
|
+$7.55M
|
+116,430
|
New
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
$6.68M
|
-$737K
|
-11,375
|
-9%
|
|
|
19
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.9M
|
-$192K
|
-2,968
|
-3%
|
|
|
20
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$5.84M
|
-$58.8K
|
-907
|
-0.9%
|
|
|
21
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$5.57M
|
-$968K
|
-14,942
|
-14%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$5.5M
|
+$5.91M
|
+91,242
|
New
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.33M
|
+$193K
|
+2,974
|
+3%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$5.21M
|
+$687K
|
+10,607
|
+14%
|
|
|
25
|
WESCAP Management Group
Glendale,
California
|
$5M
|
+$835K
|
+12,885
|
+18%
|
|
