|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$38.1億
|
+US$4459萬
|
+1,588,053
|
+1%
|
|
|
2
|
Auto-Owners Insurance
Lansing,
Michigan
|
US$2.43億
|
+US$2.35億
|
+8,353,000
|
新
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
US$1.86億
|
+US$1.8億
|
+6,393,874
|
新
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$1.69億
|
-US$499萬
|
-177,868
|
-3%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
US$1.68億
|
+US$28
|
+1
|
+0%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$1.37億
|
+US$1107萬
|
+394,278
|
+9%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1.07億
|
+US$729萬
|
+259,645
|
+8%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
US$1.01億
|
+US$9760萬
|
+3,475,710
|
新
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$7454萬
|
-US$810萬
|
-288,357
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$7104萬
|
+US$346萬
|
+123,146
|
+5%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
US$6224萬
|
-US$436萬
|
-155,183
|
-7%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
US$5405萬
|
-US$54.2萬
|
-19,285
|
-1%
|
|
|
13
|
|
US$5362萬
|
+US$1048萬
|
+373,165
|
+25%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$4855萬
|
-US$1116萬
|
-397,368
|
-19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
US$4672萬
|
-US$1004萬
|
-357,686
|
-18%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
US$3871萬
|
+US$214萬
|
+76,304
|
+6%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
US$3779萬
|
-US$357萬
|
-127,014
|
-9%
|
|
|
18
|
Trust Company
Manhattan,
Kansas
|
US$2978萬
|
+US$2861萬
|
+1,019,053
|
+18,998%
|
|
|
19
|
Strata Wealth Advisors
Dallas,
Texas
|
US$2836萬
|
+US$2740萬
|
+975,631
|
新
|
|
|
20
|
Unison Advisors
Washington,
District of Columbia
|
US$2747萬
|
+US$307萬
|
+109,433
|
+13%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
US$2647萬
|
-US$254萬
|
-90,599
|
-9%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
US$2560萬
|
+US$663萬
|
+236,042
|
+37%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2387萬
|
+US$599萬
|
+213,281
|
+35%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
US$2173萬
|
+US$2099萬
|
+747,631
|
新
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
US$2155萬
|
+US$734萬
|
+261,392
|
+54%
|
|
