|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$58.1M
|
-$3.32M
|
-50,292
|
-5%
|
|
|
2
|
|
$50.8M
|
-$2.16M
|
-32,781
|
-4%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$43.3M
|
+$162K
|
+2,454
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$36.8M
|
-$5.72M
|
-86,704
|
-13%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$36M
|
-$1.79M
|
-27,205
|
-5%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$25.2M
|
+$24.7M
|
+374,541
|
+2,855%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$21.7M
|
+$603K
|
+9,145
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
-$1.05M
|
-15,879
|
-6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
+$288K
|
+4,375
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
-$2.11M
|
-32,051
|
-13%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$12.2M
|
+$550K
|
+8,347
|
+5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
-$35.9K
|
-544
|
-0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.8M
|
+$200K
|
+3,036
|
+2%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$8.78M
|
+$302K
|
+4,577
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$8.71M
|
+$569K
|
+8,635
|
+7%
|
|
|
16
|
Meridian Financial Partners
Warrenton,
Virginia
|
$8M
|
+$99.6K
|
+1,511
|
+1%
|
|
|
17
|
|
$7.02M
|
+$3.42M
|
+51,883
|
+93%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.97M
|
+$686K
|
+10,401
|
+11%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$6.65M
|
+$453K
|
+6,872
|
+7%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.47M
|
+$36.6K
|
+555
|
+0.6%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$5.68M
|
+$152K
|
+2,301
|
+3%
|
|
|
22
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$5.57M
|
-$543K
|
-8,235
|
-9%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$5.51M
|
+$226K
|
+3,431
|
+4%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$5.13M
|
+$118K
|
+1,790
|
+2%
|
|
|
25
|
RPG Investment Advisory
Pleasanton,
California
|
$4.97M
|
+$264K
|
+4,000
|
+6%
|
|
