|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
US$756萬
|
-US$250萬
|
-119,320
|
-25%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
US$703萬
|
+US$67.3萬
|
+32,078
|
+11%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
US$610萬
|
-US$43.1萬
|
-20,548
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$605萬
|
+US$69.4萬
|
+33,055
|
+13%
|
|
|
5
|
|
US$581萬
|
+US$41.6萬
|
+19,813
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$529萬
|
+US$39.2萬
|
+18,687
|
+8%
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
US$504萬
|
+US$109萬
|
+51,741
|
+27%
|
|
|
8
|
Precedent Wealth Partners
Houston,
Texas
|
US$453萬
|
+US$29.5萬
|
+14,039
|
+7%
|
|
|
9
|
|
US$430萬
|
+US$1,931
|
+92
|
+0%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
US$418萬
|
+US$13.4萬
|
+6,367
|
+3%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
US$411萬
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
US$405萬
|
-US$86.4萬
|
-41,179
|
-18%
|
|
|
13
|
Central Valley Advisors
Sacramento,
California
|
US$380萬
|
-US$15.3萬
|
-7,311
|
-4%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
US$321萬
|
-US$148萬
|
-70,401
|
-32%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$310萬
|
+US$12.7萬
|
+6,048
|
+4%
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
US$292萬
|
+US$9.9萬
|
+4,732
|
+4%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$255萬
|
+US$128萬
|
+61,176
|
+101%
|
|
|
18
|
Envision Financial Planning
Memphis,
Tennessee
|
US$247萬
|
+US$15.8萬
|
+7,543
|
+7%
|
|
|
19
|
Cary Street Partners
Richmond,
Virginia
|
US$230萬
|
+US$72.7萬
|
+34,640
|
+46%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$227萬
|
-US$2,770
|
-132
|
-0.1%
|
|
|
21
|
Clark Asset Management
Stratham,
New Hampshire
|
US$223萬
|
+US$27.8萬
|
+13,248
|
+14%
|
|
|
22
|
Parkway Wealth Management
Plano,
Texas
|
US$221萬
|
+US$6.79萬
|
+3,234
|
+3%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
US$202萬
|
+US$10.3萬
|
+4,909
|
+5%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
US$199萬
|
+US$81.2萬
|
+38,699
|
+69%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
US$197萬
|
+US$25.9萬
|
+12,360
|
+15%
|
|
