|
1
|
Charles Schwab
San Francisco,
California
|
US$47.8億
|
+US$48.2億
|
+135,825,438
|
+23,060%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$5.54億
|
+US$2938萬
|
+828,234
|
+6%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
US$3.63億
|
+US$402萬
|
+113,461
|
+1%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
US$2.92億
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$2.24億
|
-US$337萬
|
-95,058
|
-1%
|
|
|
6
|
|
US$2.09億
|
+US$63.4萬
|
+17,887
|
+0.3%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
US$2.03億
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$1.93億
|
+US$755萬
|
+212,837
|
+4%
|
|
|
9
|
|
US$1.92億
|
+US$1.17億
|
+3,288,992
|
+149%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1.32億
|
-US$1217萬
|
-343,187
|
-8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.28億
|
+US$1020萬
|
+287,471
|
+9%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
US$1.19億
|
-US$336萬
|
-94,711
|
-3%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
US$8194萬
|
+US$26.2萬
|
+7,399
|
+0.3%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
US$6926萬
|
-US$208萬
|
-58,696
|
-3%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
US$6730萬
|
-US$40.5萬
|
-11,407
|
-0.6%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
US$5931萬
|
-US$720萬
|
-202,915
|
-11%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$5644萬
|
+US$454萬
|
+128,010
|
+9%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
US$5644萬
|
+US$454萬
|
+128,010
|
+9%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
US$5066萬
|
+US$90.5萬
|
+25,529
|
+2%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$4867萬
|
-US$5.52萬
|
-1,557
|
-0.1%
|
|
|
21
|
Capital Advantage
Walnut Creek,
California
|
US$4793萬
|
+US$1326萬
|
+373,836
|
+39%
|
|
|
22
|
Strata Wealth Advisors
Dallas,
Texas
|
US$4759萬
|
+US$212萬
|
+59,762
|
+5%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$4224萬
|
+US$4165萬
|
+1,174,291
|
+6,448%
|
|
|
24
|
LPL Financial
San Diego,
California
|
US$4123萬
|
+US$163萬
|
+46,086
|
+4%
|
|
|
25
|
Trust Company
Manhattan,
Kansas
|
US$3947萬
|
+US$28.9萬
|
+8,144
|
+0.7%
|
|
