|
1
|
|
US$2171萬
|
-US$2185萬
|
-325,011
|
-50%
|
|
|
2
|
Litman Gregory Wealth Management
Larkspur,
California
|
US$1684萬
|
-US$95萬
|
-14,126
|
-93%
|
|
|
3
|
|
US$232萬
|
+US$66.7萬
|
+9,929
|
+41%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
US$145萬
|
+US$133萬
|
+19,857
|
+1,266%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
US$142萬
|
+US$141萬
|
+21,000
|
新
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$132萬
|
+US$66.7萬
|
+9,929
|
+104%
|
|
|
7
|
|
US$131萬
|
+US$130萬
|
+19,269
|
新
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$124萬
|
+US$25.6萬
|
+3,815
|
+26%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$106萬
|
+US$4.52萬
|
+672
|
+5%
|
|
|
10
|
|
US$102萬
|
+US$101萬
|
+15,005
|
新
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$81.4萬
|
+US$18.8萬
|
+2,804
|
+30%
|
|
|
12
|
Snowden Capital Advisors
New York
|
US$78萬
|
-US$42.3萬
|
-6,289
|
-35%
|
|
|
13
|
Gould Asset Management
Claremont,
California
|
US$77.4萬
|
+US$35.5萬
|
+5,280
|
+86%
|
|
|
14
|
Baker Avenue Asset Management
San Francisco,
California
|
US$75.7萬
|
+US$6.74萬
|
+1,002
|
+10%
|
|
|
15
|
|
US$53.5萬
|
+US$53萬
|
+7,882
|
新
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$47.6萬
|
+US$16.9萬
|
+2,520
|
+56%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$42.4萬
|
+US$21.7萬
|
+3,228
|
+107%
|
|
|
18
|
Sage Advisory Services
Austin,
Texas
|
US$41.3萬
|
-US$11.4萬
|
-1,701
|
-22%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$34.2萬
|
+US$12.7萬
|
+1,892
|
+60%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$28.5萬
|
–
|
–
|
–
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
US$24.9萬
|
–
|
–
|
–
|
|
|
22
|
Park Avenue Securities
New York
|
US$23.2萬
|
+US$22.8萬
|
+3,397
|
新
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
US$22.5萬
|
+US$22.3萬
|
+3,319
|
新
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
US$21.8萬
|
+US$4萬
|
+595
|
+23%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
US$21.3萬
|
+US$21.1萬
|
+3,142
|
新
|
|
