|
1
|
Bank of America
Charlotte,
North Carolina
|
US$1.1億
|
+US$1241萬
|
+367,664
|
+11%
|
|
|
2
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
US$8949萬
|
+US$9950萬
|
+2,946,685
|
新
|
|
|
3
|
Tradewinds Capital Management
Bellingham,
Washington
|
US$3721萬
|
-US$549萬
|
-162,658
|
-12%
|
|
|
4
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$1522萬
|
+US$1275萬
|
+377,550
|
+305%
|
|
|
5
|
|
US$1169萬
|
-US$63.4萬
|
-18,773
|
-5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
US$798萬
|
-US$7752萬
|
-2,295,989
|
-90%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$683萬
|
-US$84.7萬
|
-25,082
|
-10%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
US$681萬
|
-US$1418萬
|
-419,902
|
-65%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$681萬
|
-US$239萬
|
-70,638
|
-24%
|
|
|
10
|
VCI Wealth Management
St Louis,
Missouri
|
US$677萬
|
-US$12.3萬
|
-3,648
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$612萬
|
-US$169萬
|
-50,170
|
-20%
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
US$561萬
|
-US$52.7萬
|
-15,608
|
-8%
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
US$519萬
|
-US$90.2萬
|
-26,715
|
-14%
|
|
|
14
|
Chicago Wealth Management
Chicago,
Illinois
|
US$465萬
|
+US$19.9萬
|
+5,892
|
+4%
|
|
|
15
|
Vontobel Holding
Zurich,
Switzerland
|
US$343萬
|
-US$312萬
|
-92,300
|
-45%
|
|
|
16
|
Hancock Whitney
Gulfport,
Mississippi
|
US$322萬
|
-US$24.8萬
|
-7,352
|
-6%
|
|
|
17
|
Wealth Alliance
Mellville,
New York
|
US$316萬
|
-US$6.15萬
|
-1,822
|
-2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
US$314萬
|
-US$321萬
|
-95,152
|
-48%
|
|
|
19
|
Avior Wealth Management
Omaha,
Nebraska
|
US$282萬
|
-US$4.09萬
|
-1,210
|
-1%
|
|
|
20
|
Evolution Wealth Advisors
Aventura,
Florida
|
US$280萬
|
+US$2.48萬
|
+735
|
+0.8%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$258萬
|
+US$1.61萬
|
+478
|
+0.6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
US$256萬
|
-US$67.1萬
|
-19,862
|
-19%
|
|
|
23
|
Trek Financial
Scottsdale,
Arizona
|
US$256萬
|
+US$18.5萬
|
+5,492
|
+7%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
US$255萬
|
+US$69.7萬
|
+20,649
|
+33%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
US$246萬
|
-US$388萬
|
-114,904
|
-59%
|
|
