|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7221万
|
-$850万
|
-118,991
|
-10%
|
|
|
2
|
|
$5819万
|
-$463万
|
-64,751
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5168万
|
-$65.8万
|
-9,213
|
-1%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
$4624万
|
-$21.5万
|
-3,013
|
-0.5%
|
|
|
5
|
|
$4051万
|
+$274万
|
+38,382
|
+7%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$3958万
|
+$255万
|
+35,707
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3556万
|
+$57.7万
|
+8,077
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2732万
|
+$347万
|
+48,520
|
+14%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2614万
|
-$164万
|
-22,903
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1536万
|
-$208万
|
-29,125
|
-12%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$1496万
|
+$145万
|
+20,276
|
+11%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1043万
|
+$56.3万
|
+7,875
|
+6%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$1005万
|
-$6.57万
|
-920
|
-0.6%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$910万
|
+$59.9万
|
+8,386
|
+7%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
$869万
|
-$10.4万
|
-1,450
|
-1%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$849万
|
+$40.7万
|
+5,693
|
+5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$835万
|
+$252万
|
+35,256
|
+43%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$783万
|
+$74.4万
|
+10,416
|
+10%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$763万
|
+$31.7万
|
+4,439
|
+4%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$754万
|
+$52.4万
|
+7,336
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$740万
|
-$86.6万
|
-12,117
|
-10%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$717万
|
-$30.7万
|
-4,295
|
-4%
|
|
|
23
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$696万
|
+$699万
|
+97,811
|
新規
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$632万
|
+$15.1万
|
+2,107
|
+2%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$608万
|
+$19.7万
|
+2,754
|
+3%
|
|
