|
1
|
Private Vista
Chicago,
Illinois
|
US$3464萬
|
+US$197萬
|
+46,656
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
US$2947萬
|
+US$47萬
|
+11,108
|
+2%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$2327萬
|
+US$435萬
|
+102,733
|
+22%
|
|
|
4
|
|
US$1998萬
|
-US$418萬
|
-98,857
|
-17%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
US$1282萬
|
-US$416萬
|
-98,382
|
-24%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
US$870萬
|
-US$42.8萬
|
-10,105
|
-5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
US$782萬
|
-US$31.1萬
|
-7,350
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
US$675萬
|
+US$116萬
|
+27,373
|
+20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$568萬
|
-US$42.2萬
|
-9,960
|
-7%
|
|
|
10
|
Trutina Financial
Bellevue,
Washington
|
US$451萬
|
-US$44.3萬
|
-10,465
|
-9%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$372萬
|
-US$25.9萬
|
-6,116
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$365萬
|
+US$46.5萬
|
+10,986
|
+14%
|
|
|
13
|
Blue Chip Partners
Farmington Hills,
Michigan
|
US$338萬
|
+US$52.4萬
|
+12,375
|
+18%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$312萬
|
+US$48.8萬
|
+11,524
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
US$274萬
|
-US$4.98萬
|
-1,177
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$222萬
|
-US$22.7萬
|
-5,374
|
-9%
|
|
|
17
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
US$208萬
|
-US$71.9萬
|
-16,975
|
-25%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
US$201萬
|
-US$5,249
|
-124
|
-0.3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
US$184萬
|
+US$166萬
|
+39,102
|
+717%
|
|
|
20
|
KWMG LLC
Overland Park,
Kansas
|
US$179萬
|
-US$2.42萬
|
-572
|
-1%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
US$178萬
|
+US$22.9萬
|
+5,416
|
+15%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
US$166萬
|
-US$9.27萬
|
-2,190
|
-5%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$165萬
|
-US$6.26萬
|
-1,478
|
-4%
|
|
|
24
|
Evercore Wealth Management
New York
|
US$165萬
|
-US$7,239
|
-171
|
-0.4%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
US$134萬
|
–
|
–
|
–
|
|
