|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$5.38億
|
-US$2071萬
|
-499,375
|
-4%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
US$2.26億
|
+US$156萬
|
+37,606
|
+0.7%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
US$2.09億
|
-US$2212萬
|
-533,356
|
-9%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.25億
|
+US$970萬
|
+233,982
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$1.2億
|
+US$2995萬
|
+722,218
|
+32%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$1.09億
|
+US$6692萬
|
+1,613,397
|
+159%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$9973萬
|
+US$1.02億
|
+2,450,942
|
+7,163%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
US$9571萬
|
+US$429萬
|
+103,516
|
+5%
|
|
|
9
|
|
US$6392萬
|
+US$719萬
|
+173,472
|
+12%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
US$5291萬
|
+US$525萬
|
+126,618
|
+11%
|
|
|
11
|
Evanson Financial
Mclean,
Virginia
|
US$4859萬
|
+US$5022萬
|
+1,210,764
|
新
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
US$4858萬
|
-US$43.7萬
|
-10,532
|
-0.9%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
US$4087萬
|
-US$167萬
|
-40,355
|
-4%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$3932萬
|
+US$289萬
|
+69,562
|
+8%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
US$3926萬
|
-US$104萬
|
-24,990
|
-2%
|
|
|
16
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$3846萬
|
+US$53.6萬
|
+12,929
|
+1%
|
|
|
17
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$3549萬
|
+US$137萬
|
+33,105
|
+4%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
US$3523萬
|
-US$13.8萬
|
-3,326
|
-0.4%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$3398萬
|
+US$619萬
|
+149,160
|
+21%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$3329萬
|
+US$92.9萬
|
+22,393
|
+3%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
US$3306萬
|
+US$1050萬
|
+253,103
|
+44%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3273萬
|
-US$378萬
|
-91,203
|
-10%
|
|
|
23
|
|
US$3154萬
|
-US$882萬
|
-212,707
|
-21%
|
|
|
24
|
Premier Financial Group
Eureka,
California
|
US$2966萬
|
+US$7.26萬
|
+1,751
|
+0.2%
|
|
|
25
|
Planning Center Inc
Moline,
Illinois
|
US$2799萬
|
+US$37.4萬
|
+9,025
|
+1%
|
|
