|
1
|
Charles Schwab
San Francisco,
California
|
US$5.65億
|
+US$7435萬
|
+1,298,720
|
+15%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
US$4.19億
|
+US$6164萬
|
+1,076,603
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
US$1.14億
|
+US$794萬
|
+138,666
|
+8%
|
|
|
4
|
|
US$1.12億
|
+US$365萬
|
+63,696
|
+3%
|
|
|
5
|
Facet Wealth Inc
Baltimore,
Maryland
|
US$1.01億
|
+US$969萬
|
+169,335
|
+11%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
US$1億
|
-US$371萬
|
-64,816
|
-4%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
US$9749萬
|
+US$2923萬
|
+510,501
|
+43%
|
|
|
8
|
Syon Capital
San Francisco,
California
|
US$8045萬
|
+US$249萬
|
+43,569
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$7556萬
|
+US$935萬
|
+163,261
|
+14%
|
|
|
10
|
Bailard
Foster City,
California
|
US$6994萬
|
-US$121萬
|
-21,191
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$6446萬
|
+US$557萬
|
+97,204
|
+10%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
US$5369萬
|
+US$73.5萬
|
+12,841
|
+1%
|
|
|
13
|
|
US$4991萬
|
-US$96.9萬
|
-16,932
|
-2%
|
|
|
14
|
|
US$3982萬
|
+US$50.9萬
|
+8,891
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
US$3845萬
|
+US$54.8萬
|
+9,573
|
+1%
|
|
|
16
|
TIAA-CREF Individual & Institutional Services
New York
|
US$3841萬
|
+US$15.6萬
|
+2,727
|
+0.4%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
US$3600萬
|
-US$187萬
|
-32,606
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2941萬
|
+US$221萬
|
+38,582
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
US$2902萬
|
-US$163萬
|
-28,431
|
-5%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
US$2753萬
|
+US$468萬
|
+81,660
|
+21%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2624萬
|
+US$291萬
|
+50,819
|
+13%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
US$2514萬
|
+US$254萬
|
+44,352
|
+11%
|
|
|
23
|
|
US$2251萬
|
+US$341萬
|
+59,514
|
+18%
|
|
|
24
|
West Wealth Group
Irvine,
California
|
US$2218萬
|
+US$304萬
|
+53,024
|
+16%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$2179萬
|
+US$124萬
|
+21,653
|
+6%
|
|
