|
1
|
Wells Fargo
San Francisco,
California
|
US$2.27億
|
+US$1549萬
|
+312,384
|
+8%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
US$1.73億
|
+US$56.6萬
|
+11,417
|
+0.3%
|
|
|
3
|
|
US$1.69億
|
+US$1019萬
|
+205,553
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.63億
|
+US$8069萬
|
+1,627,669
|
+109%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$1.14億
|
+US$667萬
|
+134,493
|
+7%
|
|
|
6
|
|
US$1.05億
|
-US$232萬
|
-46,855
|
-2%
|
|
|
7
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
US$5755萬
|
-US$136萬
|
-27,527
|
-2%
|
|
|
8
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
US$5678萬
|
–
|
–
|
–
|
|
|
9
|
|
US$4872萬
|
+US$634萬
|
+127,875
|
+16%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
US$4737萬
|
-US$144萬
|
-29,100
|
-3%
|
|
|
11
|
|
US$3900萬
|
+US$3718萬
|
+750,000
|
新
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$3685萬
|
+US$175萬
|
+35,287
|
+5%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
US$3343萬
|
+US$444萬
|
+89,640
|
+16%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
US$3102萬
|
+US$1236萬
|
+249,241
|
+72%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2477萬
|
-US$48.8萬
|
-9,837
|
-2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$2425萬
|
+US$551萬
|
+111,104
|
+31%
|
|
|
17
|
First Foundation Advisors
Irvine,
California
|
US$2228萬
|
+US$108萬
|
+21,720
|
+5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
US$2226萬
|
+US$3.87萬
|
+780
|
+0.2%
|
|
|
19
|
Arvest Investments
Lowell,
Arkansas
|
US$2181萬
|
+US$16.2萬
|
+3,259
|
+0.8%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$2051萬
|
+US$884萬
|
+178,228
|
+82%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$1540萬
|
-US$45.8萬
|
-9,230
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1371萬
|
-US$40.5萬
|
-8,163
|
-3%
|
|
|
23
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$1352萬
|
+US$227萬
|
+45,702
|
+21%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
US$1201萬
|
+US$18.7萬
|
+3,770
|
+2%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
US$1199萬
|
-US$37.6萬
|
-7,581
|
-3%
|
|
