|
1
|
1832 Asset Management
Toronto,
Ontario, Canada
|
US$8237萬
|
-US$644萬
|
-35,161
|
-8%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
US$6910萬
|
+US$438萬
|
+23,903
|
+7%
|
|
|
3
|
|
US$6261萬
|
-US$111萬
|
-6,045
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$5209萬
|
+US$462萬
|
+25,217
|
+11%
|
|
|
5
|
WhitTier Trust Company
Reno,
Nevada
|
US$3484萬
|
+US$233萬
|
+12,754
|
+8%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
US$2815萬
|
+US$1.34萬
|
+73
|
+0.1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$2751萬
|
+US$294萬
|
+16,036
|
+13%
|
|
|
8
|
|
US$2648萬
|
+US$168萬
|
+9,181
|
+7%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$2131萬
|
-US$30.6萬
|
-1,674
|
-2%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$2105萬
|
-US$107萬
|
-5,861
|
-5%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$1875萬
|
-US$2.67萬
|
-146
|
-0.1%
|
|
|
12
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1647萬
|
-US$48.6萬
|
-2,656
|
-3%
|
|
|
13
|
Wellington Management Group
Boston,
Massachusetts
|
US$1528萬
|
+US$1.83萬
|
+100
|
+0.1%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
US$1466萬
|
+US$553萬
|
+30,191
|
+70%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
US$1379萬
|
-US$1887萬
|
-103,081
|
-60%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
US$1280萬
|
+US$1170萬
|
+63,925
|
+98,346%
|
|
|
17
|
TABR Capital Management
Orange,
California
|
US$1182萬
|
+US$634萬
|
+34,634
|
+142%
|
|
|
18
|
Schoolcraft Capital
Boulder,
Colorado
|
US$1170萬
|
-US$35.6萬
|
-1,945
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1159萬
|
+US$22.9萬
|
+1,253
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$1156萬
|
-US$902萬
|
-49,251
|
-46%
|
|
|
21
|
Sentinel Trust
Houston,
Texas
|
US$1090萬
|
-US$249萬
|
-13,626
|
-20%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
US$1061萬
|
-US$1.1萬
|
-60
|
-0.1%
|
|
|
23
|
Park Avenue Securities
New York
|
US$1034萬
|
+US$41.8萬
|
+2,283
|
+5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
US$1001萬
|
+US$3.79萬
|
+207
|
+0.4%
|
|
|
25
|
Baker Avenue Asset Management
San Francisco,
California
|
US$984萬
|
+US$20.8萬
|
+1,136
|
+2%
|
|
