|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.1M
|
-$4.98M
|
-76,890
|
-8%
|
|
|
2
|
|
$53.6M
|
-$2.19M
|
-33,744
|
-4%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$43.6M
|
-$59.1K
|
-912
|
-0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$43M
|
+$1.09M
|
+16,801
|
+3%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$38.2M
|
+$1.42M
|
+21,891
|
+4%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$24M
|
+$149K
|
+2,295
|
+0.6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$703K
|
-10,851
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
-$4.14M
|
-63,968
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$2.03M
|
+31,377
|
+15%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
-$2.64M
|
-40,720
|
-16%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$11.8M
|
+$312K
|
+4,819
|
+3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$1M
|
+15,463
|
+10%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.72M
|
-$1.57M
|
-24,297
|
-14%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$8.58M
|
+$222K
|
+3,426
|
+3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$8.22M
|
+$3.18M
|
+49,070
|
+64%
|
|
|
16
|
Meridian Financial Partners
Warrenton,
Virginia
|
$8.15M
|
+$229K
|
+3,534
|
+3%
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$7.43M
|
+$138K
|
+2,134
|
+2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$6.96M
|
+$936K
|
+14,449
|
+16%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$6.56M
|
+$6.45M
|
+99,635
|
New
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.51M
|
+$75.5K
|
+1,166
|
+1%
|
|
|
21
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.37M
|
+$544K
|
+8,395
|
+9%
|
|
|
22
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$6.28M
|
+$198K
|
+3,052
|
+3%
|
|
|
23
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$6.18M
|
-$197K
|
-3,041
|
-3%
|
|
|
24
|
WESCAP Management Group
Glendale,
California
|
$5.59M
|
+$140K
|
+2,167
|
+3%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$5.36M
|
-$324K
|
-4,997
|
-6%
|
|
