|
1
|
|
US$4274萬
|
-US$1000萬
|
-155,014
|
-19%
|
|
|
2
|
|
US$160萬
|
+US$156萬
|
+24,220
|
新
|
|
|
3
|
Snowden Capital Advisors
New York
|
US$118萬
|
-US$71.8萬
|
-11,138
|
-39%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$103萬
|
+US$101萬
|
+15,611
|
新
|
|
|
5
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$101萬
|
+US$10.6萬
|
+1,649
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$96.3萬
|
-US$21.1萬
|
-3,267
|
-18%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$94萬
|
+US$5.95萬
|
+922
|
+7%
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
US$67.3萬
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$63.2萬
|
+US$31.6萬
|
+4,906
|
+106%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$61萬
|
+US$49.4萬
|
+7,662
|
+496%
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
US$53.1萬
|
+US$51.7萬
|
+8,018
|
新
|
|
|
12
|
Sage Advisory Services
Austin,
Texas
|
US$51.6萬
|
+US$20.4萬
|
+3,167
|
+68%
|
|
|
13
|
Gould Asset Management
Claremont,
California
|
US$40.6萬
|
+US$5萬
|
+775
|
+14%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
US$35.9萬
|
+US$34.9萬
|
+5,416
|
新
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$29.8萬
|
+US$7.27萬
|
+1,127
|
+33%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$27.8萬
|
+US$4.05萬
|
+628
|
+18%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
US$24.3萬
|
–
|
–
|
–
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$20.9萬
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$20萬
|
+US$19.5萬
|
+3,022
|
新
|
|
|
20
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$19.4萬
|
–
|
–
|
–
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
US$17.4萬
|
+US$6.43萬
|
+997
|
+61%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$12.4萬
|
–
|
–
|
–
|
|
|
23
|
Private Ocean
San Rafael,
California
|
US$10.4萬
|
+US$10.1萬
|
+1,568
|
新
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$8萬
|
+US$7.74萬
|
+1,200
|
新
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
US$7.6萬
|
+US$6.45萬
|
+1,000
|
+667%
|
|
