|
1
|
Wells Fargo
San Francisco,
California
|
US$3.9億
|
-US$1.69億
|
-6,978,593
|
-29%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
US$3.05億
|
+US$3339萬
|
+1,377,326
|
+11%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
US$2.28億
|
-US$1249萬
|
-515,253
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$1.01億
|
+US$1654萬
|
+682,259
|
+18%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$8912萬
|
+US$1012萬
|
+417,382
|
+12%
|
|
|
6
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
US$6855萬
|
+US$3581萬
|
+1,476,806
|
+93%
|
|
|
7
|
|
US$5264萬
|
+US$27.9萬
|
+11,505
|
+0.5%
|
|
|
8
|
NEPC LLC
Boston,
Massachusetts
|
US$5157萬
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$4405萬
|
+US$866萬
|
+357,166
|
+22%
|
|
|
10
|
Empowered Funds
Havertown,
Pennsylvania
|
US$4152萬
|
+US$3615萬
|
+1,490,897
|
+406%
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
US$3090萬
|
+US$233萬
|
+96,193
|
+7%
|
|
|
12
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
US$2096萬
|
–
|
–
|
–
|
|
|
13
|
Payne Capital Management
New York
|
US$2087萬
|
+US$43.7萬
|
+18,026
|
+2%
|
|
|
14
|
Financial & Tax Architects
St Louis,
Missouri
|
US$2050萬
|
-US$59.7萬
|
-24,634
|
-3%
|
|
|
15
|
Principal Financial Group
Des Moines,
Iowa
|
US$1994萬
|
-US$622萬
|
-256,570
|
-22%
|
|
|
16
|
LTS Liquid Investments
Nassau,
|
US$1812萬
|
+US$1190萬
|
+490,918
|
+153%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
US$1634萬
|
+US$1774萬
|
+731,584
|
新
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1464萬
|
+US$190萬
|
+78,400
|
+14%
|
|
|
19
|
New York Life Investment Management
New York
|
US$1350萬
|
+US$906萬
|
+373,534
|
+162%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
US$1275萬
|
+US$13萬
|
+5,379
|
+1%
|
|
|
21
|
Savvy Advisors Inc
New York
|
US$1250萬
|
+US$455萬
|
+187,625
|
+50%
|
|
|
22
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
US$1207萬
|
+US$447萬
|
+184,160
|
+52%
|
|
|
23
|
Bangor Savings Bank
Bangor,
Maine
|
US$1119萬
|
+US$163萬
|
+67,100
|
+15%
|
|
|
24
|
Disciplina Capital Management
Nashville,
Tennessee
|
US$1105萬
|
+US$54.6萬
|
+22,527
|
+5%
|
|
|
25
|
Deeter Investments
Austin,
Texas
|
US$1069萬
|
–
|
–
|
–
|
|
