|
1
|
Bank of America
Charlotte,
North Carolina
|
US$5.26億
|
-US$1875萬
|
-251,963
|
-4%
|
|
|
2
|
|
US$5.15億
|
+US$4766萬
|
+640,475
|
+10%
|
|
|
3
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
US$4.18億
|
-US$36.5萬
|
-4,906
|
-0.1%
|
|
|
4
|
|
US$3.55億
|
+US$366萬
|
+49,213
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
US$2.68億
|
-US$333萬
|
-44,695
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2億
|
+US$3492萬
|
+469,335
|
+22%
|
|
|
7
|
|
US$1.96億
|
+US$3568萬
|
+479,577
|
+23%
|
|
|
8
|
Koss-Olinger Consulting
Gainesville,
Florida
|
US$1.68億
|
+US$7537萬
|
+1,012,918
|
+85%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.56億
|
+US$3169萬
|
+425,837
|
+26%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.44億
|
+US$695萬
|
+93,398
|
+5%
|
|
|
11
|
German American Bancorp
Jasper,
Indiana
|
US$1.35億
|
+US$737萬
|
+99,029
|
+6%
|
|
|
12
|
|
US$1.26億
|
+US$1020萬
|
+137,132
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
US$1.21億
|
+US$4361萬
|
+586,114
|
+58%
|
|
|
14
|
|
US$1.12億
|
+US$1.1億
|
+1,474,488
|
新
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
US$1.05億
|
+US$831萬
|
+111,706
|
+9%
|
|
|
16
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$1.05億
|
-US$251萬
|
-33,708
|
-2%
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
US$9831萬
|
+US$7.43萬
|
+998
|
+0.1%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
US$8982萬
|
+US$8686萬
|
+1,167,371
|
+9,132%
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
US$8291萬
|
+US$38.3萬
|
+5,151
|
+0.5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
US$8057萬
|
+US$724萬
|
+97,356
|
+10%
|
|
|
21
|
Calamos Wealth Management
Naperville,
Illinois
|
US$7905萬
|
+US$37.6萬
|
+5,057
|
+0.5%
|
|
|
22
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
US$7867萬
|
+US$3879萬
|
+521,317
|
+102%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
US$7627萬
|
+US$509萬
|
+68,435
|
+7%
|
|
|
24
|
Tompkins Financial
Ithaca,
New York
|
US$7481萬
|
+US$1741萬
|
+233,993
|
+31%
|
|
|
25
|
TLWM Financial
San Antonio,
Texas
|
US$7172萬
|
+US$16.2萬
|
+2,177
|
+0.2%
|
|
