|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$7366萬
|
+US$304萬
|
+40,680
|
+4%
|
|
|
2
|
|
US$6380萬
|
+US$2520萬
|
+336,776
|
+68%
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
US$5117萬
|
-US$130萬
|
-17,342
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$4777萬
|
+US$377萬
|
+50,377
|
+9%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
US$4026萬
|
-US$78.8萬
|
-10,532
|
-2%
|
|
|
6
|
|
US$3673萬
|
+US$154萬
|
+20,553
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$3538萬
|
+US$41.4萬
|
+5,527
|
+1%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$3082萬
|
+US$111萬
|
+14,786
|
+4%
|
|
|
9
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$2847萬
|
+US$82.6萬
|
+11,043
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$1921萬
|
-US$56萬
|
-7,490
|
-3%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$1796萬
|
-US$782萬
|
-104,446
|
-31%
|
|
|
12
|
Cerity Partners OCIO
New York
|
US$1309萬
|
-US$21.6萬
|
-2,886
|
-2%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
US$1064萬
|
+US$7.74萬
|
+1,035
|
+0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$960萬
|
-US$151萬
|
-20,228
|
-14%
|
|
|
15
|
Capital Advantage
Walnut Creek,
California
|
US$944萬
|
+US$4.5萬
|
+602
|
+0.5%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
US$926萬
|
-US$4,190
|
-56
|
-0%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$881萬
|
+US$71萬
|
+9,487
|
+9%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$829萬
|
-US$19.9萬
|
-2,654
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$779萬
|
+US$107萬
|
+14,360
|
+16%
|
|
|
20
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
US$742萬
|
+US$723萬
|
+96,579
|
新
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
US$706萬
|
+US$9.44萬
|
+1,262
|
+1%
|
|
|
22
|
Vantage Investment Partners
Kansas City,
Missouri
|
US$636萬
|
+US$619萬
|
+82,750
|
新
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
US$573萬
|
+US$558萬
|
+74,597
|
新
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
US$569萬
|
+US$555萬
|
+74,112
|
新
|
|
|
25
|
LPL Financial
San Diego,
California
|
US$529萬
|
+US$60.9萬
|
+8,137
|
+13%
|
|
