|
1
|
Cerity Partners OCIO
New York
|
US$1.69億
|
+US$1597萬
|
+724,945
|
+10%
|
|
|
2
|
CI Investments Inc
Toronto,
Ontario, Canada
|
US$9616萬
|
-US$4585萬
|
-2,081,388
|
-32%
|
|
|
3
|
|
US$7466萬
|
+US$484萬
|
+219,593
|
+7%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
US$3773萬
|
-US$1799萬
|
-816,541
|
-32%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
US$3136萬
|
+US$27.6萬
|
+12,529
|
+0.9%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
US$2725萬
|
-US$207萬
|
-93,955
|
-7%
|
|
|
7
|
|
US$2169萬
|
-US$4224萬
|
-1,917,108
|
-66%
|
|
|
8
|
Gould Asset Management
Claremont,
California
|
US$1637萬
|
+US$70萬
|
+31,754
|
+4%
|
|
|
9
|
Tectonic Advisors
Frisco,
Texas
|
US$1615萬
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1511萬
|
-US$376萬
|
-170,531
|
-20%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
US$1152萬
|
-US$656萬
|
-297,843
|
-36%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$1073萬
|
+US$20萬
|
+9,060
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$1018萬
|
-US$140萬
|
-63,762
|
-12%
|
|
|
14
|
|
US$1012萬
|
+US$47.1萬
|
+21,391
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$909萬
|
-US$63.1萬
|
-28,655
|
-6%
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
US$833萬
|
-US$15.6萬
|
-7,067
|
-2%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
US$781萬
|
-US$30.4萬
|
-13,783
|
-4%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
US$695萬
|
-US$1.35萬
|
-613
|
-0.2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$669萬
|
-US$28.3萬
|
-12,848
|
-4%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
US$665萬
|
-US$12.7萬
|
-5,778
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
US$655萬
|
-US$89.3萬
|
-40,522
|
-12%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$520萬
|
-US$4.84萬
|
-2,196
|
-0.9%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
US$510萬
|
+US$35.8萬
|
+16,262
|
+7%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
US$506萬
|
+US$59.3萬
|
+26,915
|
+13%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
US$483萬
|
+US$484萬
|
+219,917
|
新
|
|
