|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$5540萬
|
+US$360萬
|
+56,609
|
+7%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
US$4843萬
|
-US$179萬
|
-28,166
|
-4%
|
|
|
3
|
3D Asset Management
Hartford,
Connecticut
|
US$3529萬
|
+US$638萬
|
+100,155
|
+23%
|
|
|
4
|
|
US$2753萬
|
+US$595萬
|
+93,375
|
+29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$2380萬
|
+US$240萬
|
+37,630
|
+12%
|
|
|
6
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$2276萬
|
+US$107萬
|
+16,835
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$2242萬
|
+US$863萬
|
+135,527
|
+66%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$1963萬
|
+US$202萬
|
+31,721
|
+12%
|
|
|
9
|
|
US$1870萬
|
+US$453萬
|
+71,213
|
+33%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1227萬
|
+US$387萬
|
+60,829
|
+48%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1140萬
|
+US$16.2萬
|
+2,547
|
+1%
|
|
|
12
|
Private Vista
Chicago,
Illinois
|
US$1129萬
|
-US$450萬
|
-70,631
|
-30%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
US$1126萬
|
+US$226萬
|
+35,423
|
+26%
|
|
|
14
|
Cerity Partners OCIO
New York
|
US$1034萬
|
+US$80萬
|
+12,561
|
+9%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
US$812萬
|
-US$8.25萬
|
-1,296
|
-1%
|
|
|
16
|
Capital Advantage
Walnut Creek,
California
|
US$779萬
|
+US$19.4萬
|
+3,041
|
+3%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$602萬
|
–
|
–
|
–
|
|
|
18
|
GHP Investment Advisors
Denver,
Colorado
|
US$601萬
|
+US$122萬
|
+19,214
|
+26%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
US$556萬
|
+US$29.3萬
|
+4,603
|
+6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$486萬
|
+US$24.7萬
|
+3,877
|
+6%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$463萬
|
+US$6.92萬
|
+1,086
|
+2%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
US$459萬
|
-US$16.1萬
|
-2,526
|
-4%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
US$432萬
|
-US$51.8萬
|
-8,135
|
-11%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
US$414萬
|
+US$2.23萬
|
+350
|
+0.6%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
US$403萬
|
-US$7.64萬
|
-1,199
|
-2%
|
|
