|
1
|
Wells Fargo
San Francisco,
California
|
US$1.17億
|
+US$884萬
|
+346,612
|
+8%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
US$1.17億
|
-US$21.8萬
|
-8,551
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
US$1.09億
|
-US$1002萬
|
-392,925
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$8716萬
|
+US$4359萬
|
+1,708,700
|
+101%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
US$8490萬
|
+US$831萬
|
+325,573
|
+11%
|
|
|
6
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$8076萬
|
-US$2209萬
|
-865,790
|
-22%
|
|
|
7
|
|
US$6542萬
|
+US$466萬
|
+182,545
|
+8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
US$5239萬
|
-US$59.4萬
|
-23,278
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$4617萬
|
-US$1884萬
|
-738,455
|
-29%
|
|
|
10
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
US$3910萬
|
+US$228萬
|
+89,302
|
+6%
|
|
|
11
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
US$2829萬
|
+US$261萬
|
+102,319
|
+10%
|
|
|
12
|
Insight Wealth Strategies
San Ramon,
California
|
US$2823萬
|
+US$2821萬
|
+1,105,715
|
新
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
US$2703萬
|
+US$849萬
|
+332,731
|
+46%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
US$2095萬
|
-US$29.7萬
|
-11,623
|
-1%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
US$1717萬
|
+US$124萬
|
+48,772
|
+8%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
US$1690萬
|
+US$213萬
|
+83,576
|
+14%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
US$1524萬
|
+US$305萬
|
+119,371
|
+25%
|
|
|
18
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
US$1490萬
|
+US$315萬
|
+123,316
|
+27%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$1476萬
|
-US$156萬
|
-61,210
|
-10%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
US$1473萬
|
+US$50.8萬
|
+19,905
|
+4%
|
|
|
21
|
Strategic Financial Concepts
San Antonio,
Texas
|
US$1350萬
|
-US$37萬
|
-14,495
|
-3%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
US$1311萬
|
+US$455萬
|
+178,464
|
+54%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1247萬
|
-US$266萬
|
-104,208
|
-18%
|
|
|
24
|
Parsons Capital Management
Providence,
Rhode Island
|
US$1245萬
|
-US$38.6萬
|
-15,121
|
-3%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
US$1230萬
|
+US$98.7萬
|
+38,697
|
+9%
|
|
