|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5540万
|
+$360万
|
+56,609
|
+7%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$4843万
|
-$179万
|
-28,166
|
-4%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$3529万
|
+$638万
|
+100,155
|
+23%
|
|
|
4
|
|
$2753万
|
+$595万
|
+93,375
|
+29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2380万
|
+$240万
|
+37,630
|
+12%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2276万
|
+$107万
|
+16,835
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2242万
|
+$863万
|
+135,527
|
+66%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1963万
|
+$202万
|
+31,721
|
+12%
|
|
|
9
|
|
$1870万
|
+$453万
|
+71,213
|
+33%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1227万
|
+$387万
|
+60,829
|
+48%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1140万
|
+$16.2万
|
+2,547
|
+1%
|
|
|
12
|
Private Vista
Chicago,
Illinois
|
$1129万
|
-$450万
|
-70,631
|
-30%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1126万
|
+$226万
|
+35,423
|
+26%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$1034万
|
+$80万
|
+12,561
|
+9%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$812万
|
-$8.25万
|
-1,296
|
-1%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
$779万
|
+$19.4万
|
+3,041
|
+3%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$602万
|
–
|
–
|
–
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
$601万
|
+$122万
|
+19,214
|
+26%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$556万
|
+$29.3万
|
+4,603
|
+6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$486万
|
+$24.7万
|
+3,877
|
+6%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$463万
|
+$6.92万
|
+1,086
|
+2%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$459万
|
-$16.1万
|
-2,526
|
-4%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$432万
|
-$51.8万
|
-8,135
|
-11%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$414万
|
+$2.23万
|
+350
|
+0.6%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$403万
|
-$7.64万
|
-1,199
|
-2%
|
|
