|
1
|
AssetMark Inc
Concord,
California
|
US$5964萬
|
+US$391萬
|
+96,918
|
+7%
|
|
|
2
|
|
US$4606萬
|
+US$743萬
|
+184,243
|
+19%
|
|
|
3
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
US$3967萬
|
-US$34.1萬
|
-8,462
|
-0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$3570萬
|
+US$474萬
|
+117,546
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$2950萬
|
+US$56.8萬
|
+14,088
|
+2%
|
|
|
6
|
Horizon Wealth Management
La Grange,
Illinois
|
US$1460萬
|
+US$116萬
|
+28,739
|
+9%
|
|
|
7
|
Summit Financial
Parsippany,
New Jersey
|
US$1303萬
|
+US$3.47萬
|
+860
|
+0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
US$1099萬
|
-US$49.1萬
|
-12,164
|
-4%
|
|
|
9
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
US$1012萬
|
-US$2.16萬
|
-535
|
-0.2%
|
|
|
10
|
Vontobel Holding
Zurich,
Switzerland
|
US$809萬
|
-US$2.4萬
|
-596
|
-0.3%
|
|
|
11
|
|
US$729萬
|
-US$3.7萬
|
-918
|
-0.5%
|
|
|
12
|
Systelligence LLC
Bloomington,
Minnesota
|
US$448萬
|
+US$444萬
|
+110,155
|
新
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
US$440萬
|
+US$24.7萬
|
+6,134
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$380萬
|
+US$27.1萬
|
+6,723
|
+8%
|
|
|
15
|
Blueline Advisors
Exeter,
New Hampshire
|
US$378萬
|
+US$20.2萬
|
+5,017
|
+6%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
US$372萬
|
-US$8.28萬
|
-2,052
|
-2%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
US$371萬
|
–
|
–
|
–
|
|
|
18
|
Kensington Asset Management
Austin,
Texas
|
US$332萬
|
+US$101萬
|
+25,000
|
+44%
|
|
|
19
|
Mount Lucas Management
Newtown,
Pennsylvania
|
US$316萬
|
+US$4.23萬
|
+1,048
|
+1%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$300萬
|
-US$24.5萬
|
-6,073
|
-8%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
US$285萬
|
+US$29.2萬
|
+7,234
|
+11%
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
US$247萬
|
+US$66.2萬
|
+16,413
|
+37%
|
|
|
23
|
Impact Partnership Wealth
Marietta,
Georgia
|
US$214萬
|
+US$51.1萬
|
+12,671
|
+32%
|
|
|
24
|
FOCUS Wealth Advisors
Houston,
Texas
|
US$214萬
|
+US$6.62萬
|
+1,640
|
+3%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
US$201萬
|
+US$200萬
|
+49,507
|
新
|
|
