|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6267万
|
+$377万
|
+55,166
|
+7%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$4964万
|
-$176万
|
-25,736
|
-3%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
$3603万
|
-$143万
|
-20,829
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3251万
|
+$712万
|
+104,044
|
+29%
|
|
|
5
|
|
$3150万
|
+$223万
|
+32,569
|
+8%
|
|
|
6
|
|
$3028万
|
+$1025万
|
+149,852
|
+52%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2879万
|
+$490万
|
+71,675
|
+21%
|
|
|
8
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2478万
|
+$60.7万
|
+8,874
|
+3%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$2223万
|
+$136万
|
+19,859
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1800万
|
+$490万
|
+71,592
|
+38%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1283万
|
+$85.9万
|
+12,547
|
+7%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$1166万
|
+$66.4万
|
+9,708
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1041万
|
-$167万
|
-24,423
|
-14%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$933万
|
+$290万
|
+42,364
|
+46%
|
|
|
15
|
Private Vista
Chicago,
Illinois
|
$855万
|
-$321万
|
-46,947
|
-28%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$851万
|
-$10.9万
|
-1,598
|
-1%
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$839万
|
+$11.2万
|
+1,634
|
+1%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$755万
|
+$57.2万
|
+8,366
|
+8%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$720万
|
+$225万
|
+32,907
|
+47%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$644万
|
+$53.4万
|
+7,799
|
+9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$581万
|
+$63.1万
|
+9,221
|
+12%
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$453万
|
+$12.7万
|
+1,854
|
+3%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$427万
|
-$54.8万
|
-8,010
|
-12%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$420万
|
-$7.75万
|
-1,133
|
-2%
|
|
|
25
|
WESCAP Management Group
Glendale,
California
|
$419万
|
+$8.27万
|
+1,208
|
+2%
|
|
