|
1
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$8159萬
|
+US$159萬
|
+20,829
|
+2%
|
|
|
2
|
|
US$6351萬
|
-US$199萬
|
-26,188
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
US$5293萬
|
-US$33.3萬
|
-4,377
|
-0.6%
|
|
|
4
|
Efficient Advisors
Mason,
Ohio
|
US$4698萬
|
+US$30.8萬
|
+4,039
|
+0.6%
|
|
|
5
|
|
US$3821萬
|
+US$206萬
|
+27,017
|
+5%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
US$3746萬
|
+US$17.3萬
|
+2,278
|
+0.4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$3539萬
|
-US$188萬
|
-24,744
|
-5%
|
|
|
8
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$2808萬
|
+US$12.9萬
|
+1,691
|
+0.4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2414萬
|
-US$533萬
|
-70,014
|
-17%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$1763萬
|
+US$49萬
|
+6,431
|
+3%
|
|
|
11
|
Cerity Partners OCIO
New York
|
US$1367萬
|
+US$86萬
|
+11,294
|
+6%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
US$1023萬
|
+US$15.5萬
|
+2,034
|
+1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$999萬
|
+US$220萬
|
+28,838
|
+26%
|
|
|
14
|
Capital Advantage
Walnut Creek,
California
|
US$889萬
|
-US$3.27萬
|
-429
|
-0.3%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
US$860萬
|
+US$13.1萬
|
+1,720
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$836萬
|
+US$2.19萬
|
+288
|
+0.2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$815萬
|
-US$2.25萬
|
-296
|
-0.3%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$756萬
|
-US$29.6萬
|
-3,886
|
-4%
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
US$740萬
|
+US$30.4萬
|
+3,991
|
+4%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
US$718萬
|
+US$36.3萬
|
+4,764
|
+5%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
US$710萬
|
+US$15.3萬
|
+2,007
|
+2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
US$623萬
|
-US$155萬
|
-20,333
|
-19%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
US$595萬
|
-US$40.9萬
|
-5,368
|
-6%
|
|
|
24
|
Vantage Investment Partners
Kansas City,
Missouri
|
US$595萬
|
–
|
–
|
–
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
US$595萬
|
+US$27.6萬
|
+3,624
|
+5%
|
|
