|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4680万
|
+$194万
|
+32,291
|
+4%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$4609万
|
-$71.4万
|
-11,903
|
-2%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$2634万
|
+$10.9万
|
+1,822
|
+0.4%
|
|
|
4
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1985万
|
+$62.4万
|
+10,394
|
+3%
|
|
|
5
|
|
$1964万
|
+$108万
|
+18,009
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1956万
|
+$213万
|
+35,497
|
+12%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1609万
|
+$202万
|
+33,721
|
+14%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
$1499万
|
-$355万
|
-59,225
|
-20%
|
|
|
9
|
|
$1287万
|
+$120万
|
+19,949
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1242万
|
+$95万
|
+15,836
|
+8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1030万
|
-$57.2万
|
-9,532
|
-5%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$872万
|
+$65万
|
+10,840
|
+8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$819万
|
+$214万
|
+35,723
|
+35%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$759万
|
+$6.16万
|
+1,026
|
+0.8%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$752万
|
-$6.32万
|
-1,054
|
-0.8%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$696万
|
+$95.3万
|
+15,889
|
+16%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$611万
|
-$156万
|
-25,974
|
-20%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$602万
|
+$28.2万
|
+4,696
|
+5%
|
|
|
19
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$514万
|
+$1.74万
|
+290
|
+0.3%
|
|
|
20
|
|
$492万
|
-$165万
|
-27,483
|
-25%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$482万
|
-$6.97万
|
-1,162
|
-1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$458万
|
+$7.84万
|
+1,306
|
+2%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$445万
|
-$55.6万
|
-9,271
|
-11%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$436万
|
-$14.6万
|
-2,433
|
-3%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
$436万
|
+$25.1万
|
+4,182
|
+6%
|
|
