|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5809万
|
-$332万
|
-50,292
|
-5%
|
|
|
2
|
|
$5083万
|
-$216万
|
-32,781
|
-4%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$4328万
|
+$16.2万
|
+2,454
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3680万
|
-$572万
|
-86,704
|
-13%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$3602万
|
-$179万
|
-27,205
|
-5%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$2521万
|
+$2470万
|
+374,541
|
+2,855%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2172万
|
+$60.3万
|
+9,145
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1521万
|
-$105万
|
-15,879
|
-6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1464万
|
+$28.8万
|
+4,375
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1387万
|
-$211万
|
-32,051
|
-13%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$1221万
|
+$55万
|
+8,347
|
+5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1093万
|
-$3.59万
|
-544
|
-0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$980万
|
+$20万
|
+3,036
|
+2%
|
|
|
14
|
GHP Investment Advisors
Denver,
Colorado
|
$878万
|
+$30.2万
|
+4,577
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$870万
|
+$56.9万
|
+8,635
|
+7%
|
|
|
16
|
Meridian Financial Partners
Warrenton,
Virginia
|
$800万
|
+$10万
|
+1,511
|
+1%
|
|
|
17
|
|
$702万
|
+$342万
|
+51,883
|
+93%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$697万
|
+$68.6万
|
+10,401
|
+11%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$665万
|
+$45.3万
|
+6,872
|
+7%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$647万
|
+$3.66万
|
+555
|
+0.6%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$568万
|
+$15.2万
|
+2,301
|
+3%
|
|
|
22
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$557万
|
-$54.3万
|
-8,235
|
-9%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$552万
|
+$22.6万
|
+3,431
|
+4%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$513万
|
+$11.8万
|
+1,790
|
+2%
|
|
|
25
|
RPG Investment Advisory
Pleasanton,
California
|
$497万
|
+$26.4万
|
+4,000
|
+6%
|
|
