|
1
|
Charles Schwab
San Francisco,
California
|
US$7.64億
|
-US$6086萬
|
-1,861,202
|
-7%
|
|
|
2
|
|
US$9112萬
|
+US$4931萬
|
+1,508,042
|
+114%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
US$5686萬
|
-US$502萬
|
-153,452
|
-8%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$4598萬
|
-US$361萬
|
-110,418
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$3995萬
|
+US$282萬
|
+86,120
|
+7%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$3653萬
|
-US$646萬
|
-197,401
|
-15%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
US$3265萬
|
-US$56.6萬
|
-17,315
|
-2%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
US$3235萬
|
+US$26.3萬
|
+8,034
|
+0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$3061萬
|
-US$48.3萬
|
-14,756
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
US$2042萬
|
-US$32.8萬
|
-10,038
|
-2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$1971萬
|
-US$25萬
|
-7,654
|
-1%
|
|
|
12
|
Allen Investment Management
New York
|
US$1915萬
|
–
|
–
|
–
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
US$1876萬
|
+US$349萬
|
+106,678
|
+22%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1712萬
|
+US$8.64萬
|
+2,642
|
+0.5%
|
|
|
15
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$1581萬
|
-US$219萬
|
-66,868
|
-12%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$1336萬
|
+US$110萬
|
+33,750
|
+9%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
US$1293萬
|
-US$5.32萬
|
-1,627
|
-0.4%
|
|
|
18
|
RiverFront Investment Group
Richmond,
Virginia
|
US$1261萬
|
+US$76.7萬
|
+23,464
|
+6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1227萬
|
-US$107萬
|
-32,832
|
-8%
|
|
|
20
|
Rockefeller Capital Management
New York
|
US$1195萬
|
+US$24.5萬
|
+7,481
|
+2%
|
|
|
21
|
|
US$1125萬
|
+US$33.5萬
|
+10,255
|
+3%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1061萬
|
-US$11.7萬
|
-3,583
|
-1%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
US$1061萬
|
+US$57萬
|
+17,423
|
+6%
|
|
|
24
|
ETF Portfolio Partners
Leawood,
Kansas
|
US$973萬
|
+US$1,472
|
+45
|
+0%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$958萬
|
-US$45.6萬
|
-13,933
|
-4%
|
|
