|
1
|
Efficient Advisors
Mason,
Ohio
|
US$4519萬
|
-US$60.5萬
|
-10,392
|
-1%
|
|
|
2
|
|
US$3240萬
|
-US$299萬
|
-51,248
|
-8%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$3184萬
|
-US$99.4萬
|
-17,058
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$2352萬
|
-US$471萬
|
-80,892
|
-16%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
US$1721萬
|
+US$236萬
|
+40,499
|
+15%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$1629萬
|
+US$56.1萬
|
+9,629
|
+3%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
US$1411萬
|
-US$35.7萬
|
-6,119
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1275萬
|
-US$12.1萬
|
-2,072
|
-0.9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1144萬
|
+US$55.3萬
|
+9,491
|
+5%
|
|
|
10
|
|
US$1001萬
|
+US$1057萬
|
+181,403
|
新
|
|
|
11
|
|
US$1000萬
|
+US$212萬
|
+36,431
|
+25%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$873萬
|
+US$19.3萬
|
+3,307
|
+2%
|
|
|
13
|
Gupta Wealth Management
San Diego,
California
|
US$855萬
|
+US$111萬
|
+19,045
|
+14%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$833萬
|
+US$126萬
|
+21,557
|
+17%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
US$543萬
|
-US$576萬
|
-98,875
|
-50%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
US$540萬
|
-US$14.5萬
|
-2,484
|
-2%
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
US$533萬
|
+US$13.2萬
|
+2,260
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$493萬
|
-US$366萬
|
-62,904
|
-41%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
US$438萬
|
-US$36.1萬
|
-6,204
|
-7%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$416萬
|
-US$10.7萬
|
-1,835
|
-2%
|
|
|
21
|
Cerity Partners OCIO
New York
|
US$407萬
|
+US$41.7萬
|
+7,160
|
+11%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
US$402萬
|
+US$13.1萬
|
+2,248
|
+3%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
US$394萬
|
+US$29.3萬
|
+5,030
|
+8%
|
|
|
24
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
US$379萬
|
+US$19.5萬
|
+3,348
|
+5%
|
|
|
25
|
Bank of New York Mellon
New York
|
US$338萬
|
+US$123萬
|
+21,118
|
+53%
|
|
