|
1
|
Bank of New York Mellon
New York
|
US$1181萬
|
-US$165萬
|
-38,508
|
-12%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$966萬
|
+US$26萬
|
+6,071
|
+3%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
US$547萬
|
-US$65.5萬
|
-15,316
|
-11%
|
|
|
4
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
US$419萬
|
-US$3.39萬
|
-792
|
-0.8%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
US$392萬
|
-US$7.78萬
|
-1,820
|
-2%
|
|
|
6
|
Watchman Group
Plano,
Texas
|
US$290萬
|
+US$6.3萬
|
+1,473
|
+2%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
US$283萬
|
+US$283萬
|
+66,263
|
新
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$128萬
|
-US$126萬
|
-29,386
|
-49%
|
|
|
9
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
US$127萬
|
+US$1.74萬
|
+407
|
+1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
US$70.5萬
|
+US$7.8萬
|
+1,825
|
+12%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
US$63.6萬
|
+US$63.7萬
|
+14,886
|
新
|
|
|
12
|
LPL Financial
San Diego,
California
|
US$49萬
|
-US$1.71萬
|
-401
|
-3%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
US$47.5萬
|
+US$2.76萬
|
+646
|
+6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$41.7萬
|
-US$15.4萬
|
-3,601
|
-27%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
US$39萬
|
-US$14.6萬
|
-3,405
|
-27%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$37.7萬
|
+US$7萬
|
+1,637
|
+23%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
US$36.5萬
|
+US$7.02萬
|
+1,642
|
+24%
|
|
|
18
|
|
US$34.4萬
|
+US$34.4萬
|
+8,046
|
新
|
|
|
19
|
|
US$32.2萬
|
-US$62.5萬
|
-14,608
|
-66%
|
|
|
20
|
Advyzon Investment Management
Lisle,
Illinois
|
US$31.1萬
|
-US$2.94萬
|
-687
|
-9%
|
|
|
21
|
Note Advisors
Buffalo,
New York
|
US$30.6萬
|
-US$110萬
|
-25,718
|
-78%
|
|
|
22
|
|
US$27.9萬
|
+US$28萬
|
+6,546
|
新
|
|
|
23
|
Founders Financial Alliance
Raleigh,
North Carolina
|
US$7.1萬
|
+US$7.11萬
|
+1,663
|
新
|
|
|
24
|
Collier Financial
Denver,
Colorado
|
US$3.89萬
|
–
|
–
|
–
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
US$3.23萬
|
+US$257
|
+6
|
+0.8%
|
|
