|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$4680萬
|
+US$194萬
|
+32,291
|
+4%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
US$4609萬
|
-US$71.4萬
|
-11,903
|
-2%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
US$2634萬
|
+US$10.9萬
|
+1,822
|
+0.4%
|
|
|
4
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$1985萬
|
+US$62.4萬
|
+10,394
|
+3%
|
|
|
5
|
|
US$1964萬
|
+US$108萬
|
+18,009
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$1956萬
|
+US$213萬
|
+35,497
|
+12%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$1609萬
|
+US$202萬
|
+33,721
|
+14%
|
|
|
8
|
Private Vista
Chicago,
Illinois
|
US$1499萬
|
-US$355萬
|
-59,225
|
-20%
|
|
|
9
|
|
US$1287萬
|
+US$120萬
|
+19,949
|
+10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
US$1242萬
|
+US$95萬
|
+15,836
|
+8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1030萬
|
-US$57.2萬
|
-9,532
|
-5%
|
|
|
12
|
Cerity Partners OCIO
New York
|
US$872萬
|
+US$65萬
|
+10,840
|
+8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
US$819萬
|
+US$214萬
|
+35,723
|
+35%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$759萬
|
+US$6.16萬
|
+1,026
|
+0.8%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
US$752萬
|
-US$6.32萬
|
-1,054
|
-0.8%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
US$696萬
|
+US$95.3萬
|
+15,889
|
+16%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$611萬
|
-US$156萬
|
-25,974
|
-20%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$602萬
|
+US$28.2萬
|
+4,696
|
+5%
|
|
|
19
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
US$514萬
|
+US$1.74萬
|
+290
|
+0.3%
|
|
|
20
|
|
US$492萬
|
-US$165萬
|
-27,483
|
-25%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
US$482萬
|
-US$6.97萬
|
-1,162
|
-1%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
US$458萬
|
+US$7.84萬
|
+1,306
|
+2%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
US$445萬
|
-US$55.6萬
|
-9,271
|
-11%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
US$436萬
|
-US$14.6萬
|
-2,433
|
-3%
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
US$436萬
|
+US$25.1萬
|
+4,182
|
+6%
|
|
