|
1
|
State Street
Boston,
Massachusetts
|
US$4946萬
|
+US$1204萬
|
+128,618
|
+29%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
US$2101萬
|
+US$203萬
|
+21,676
|
+10%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
US$1715萬
|
+US$26.4萬
|
+2,824
|
+1%
|
|
|
4
|
|
US$1523萬
|
+US$610萬
|
+65,179
|
+59%
|
|
|
5
|
swisspartners Advisors
Zurich,
Switzerland
|
US$1279萬
|
+US$1,872
|
+20
|
+0%
|
|
|
6
|
Prism Advisors
Studio City,
California
|
US$838萬
|
-US$14.3萬
|
-1,526
|
-2%
|
|
|
7
|
|
US$771萬
|
+US$8,798
|
+94
|
+0.1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
US$712萬
|
-US$59.5萬
|
-6,354
|
-7%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
US$576萬
|
+US$298萬
|
+31,788
|
+98%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$552萬
|
-US$283萬
|
-30,275
|
-32%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
US$474萬
|
-US$17.6萬
|
-1,879
|
-3%
|
|
|
12
|
Zacks Investment Management
Chicago,
Illinois
|
US$431萬
|
+US$44萬
|
+4,697
|
+10%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$374萬
|
-US$13.9萬
|
-1,488
|
-3%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
US$325萬
|
-US$322萬
|
-34,361
|
-48%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$290萬
|
+US$22萬
|
+2,350
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
US$231萬
|
-US$1.83萬
|
-196
|
-0.7%
|
|
|
17
|
|
US$213萬
|
–
|
–
|
–
|
|
|
18
|
Mittelman Wealth Management
Andover,
Massachusetts
|
US$212萬
|
-US$106萬
|
-11,275
|
-67%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
US$211萬
|
+US$71萬
|
+7,582
|
+45%
|
|
|
20
|
Bleakley Financial Group
Fairfield,
New Jersey
|
US$185萬
|
+US$47.9萬
|
+5,122
|
+32%
|
|
|
21
|
Michelson Medical Research Foundation
Los Angeles,
California
|
US$145萬
|
–
|
–
|
–
|
|
|
22
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
US$142萬
|
+US$1.18萬
|
+126
|
+0.8%
|
|
|
23
|
|
US$140萬
|
+US$5.16萬
|
+551
|
+4%
|
|
|
24
|
First Trust Advisors
Wheaton,
Illinois
|
US$97萬
|
+US$2,059
|
+22
|
+0.2%
|
|
|
25
|
|
US$87.5萬
|
+US$7.28萬
|
+778
|
+8%
|
|
