|
1
|
Efficient Advisors
Mason,
Ohio
|
US$4671萬
|
-US$128萬
|
-23,105
|
-3%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$4118萬
|
+US$408萬
|
+73,822
|
+12%
|
|
|
3
|
|
US$3310萬
|
-US$314萬
|
-56,712
|
-9%
|
|
|
4
|
3D Asset Management
Hartford,
Connecticut
|
US$2497萬
|
+US$595萬
|
+107,587
|
+34%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$1869萬
|
+US$80.3萬
|
+14,519
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$1740萬
|
-US$204萬
|
-36,807
|
-11%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
US$1655萬
|
+US$144萬
|
+26,030
|
+10%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1372萬
|
+US$230萬
|
+41,575
|
+22%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1346萬
|
+US$45.8萬
|
+8,279
|
+4%
|
|
|
10
|
|
US$1036萬
|
+US$122萬
|
+21,983
|
+14%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$992萬
|
+US$42.9萬
|
+7,765
|
+5%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$872萬
|
-US$58.1萬
|
-10,516
|
-7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$829萬
|
-US$780萬
|
-141,068
|
-50%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
US$819萬
|
-US$417萬
|
-75,427
|
-35%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
US$725萬
|
+US$146萬
|
+26,486
|
+27%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
US$664萬
|
+US$52.1萬
|
+9,414
|
+9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$642萬
|
+US$232萬
|
+41,868
|
+62%
|
|
|
18
|
Capital Advantage
Walnut Creek,
California
|
US$584萬
|
+US$31.1萬
|
+5,628
|
+6%
|
|
|
19
|
Cerity Partners OCIO
New York
|
US$527萬
|
+US$3.32萬
|
+600
|
+0.7%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
US$482萬
|
-US$100萬
|
-18,070
|
-18%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
US$467萬
|
-US$33.5萬
|
-6,052
|
-7%
|
|
|
22
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
US$465萬
|
+US$22萬
|
+3,973
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
US$464萬
|
+US$7.3萬
|
+1,320
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
US$463萬
|
+US$144萬
|
+25,956
|
+49%
|
|
|
25
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$461萬
|
+US$6.62萬
|
+1,198
|
+2%
|
|
