|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
US$3121萬
|
-US$81.1萬
|
-19,270
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
US$2320萬
|
+US$296萬
|
+70,414
|
+16%
|
|
|
3
|
|
US$1835萬
|
+US$207萬
|
+49,126
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$1744萬
|
-US$94.2萬
|
-22,371
|
-5%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
US$1341萬
|
-US$9.7萬
|
-2,314
|
-0.8%
|
|
|
6
|
Pictet Asset Management
Carouge,
Switzerland
|
US$1129萬
|
-US$55.6萬
|
-13,210
|
-5%
|
|
|
7
|
Vertex Planning Partners
Downers Grove,
Illinois
|
US$956萬
|
+US$120萬
|
+28,469
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$605萬
|
+US$3.11萬
|
+739
|
+0.5%
|
|
|
9
|
Friedenthal Financial
Marlton,
New Jersey
|
US$599萬
|
-US$11.7萬
|
-2,782
|
-2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$529萬
|
+US$7.59萬
|
+1,803
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
US$485萬
|
+US$11.6萬
|
+2,751
|
+3%
|
|
|
12
|
Kingswood Wealth Advisors
San Diego,
California
|
US$354萬
|
+US$6.03萬
|
+1,432
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$348萬
|
-US$78.1萬
|
-18,568
|
-19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
US$330萬
|
+US$25.8萬
|
+6,134
|
+9%
|
|
|
15
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
US$260萬
|
-US$1.42萬
|
-337
|
-0.6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
US$181萬
|
-US$1.9萬
|
-452
|
-1%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
US$180萬
|
+US$169萬
|
+40,224
|
新
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
US$157萬
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
US$141萬
|
+US$19.7萬
|
+4,670
|
+17%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
US$135萬
|
+US$88.9萬
|
+21,131
|
+232%
|
|
|
21
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
US$100萬
|
+US$13.9萬
|
+3,298
|
+17%
|
|
|
22
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$77.1萬
|
-US$1.82萬
|
-432
|
-2%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
US$71萬
|
-US$1.83萬
|
-435
|
-3%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
US$68.2萬
|
+US$22.2萬
|
+5,270
|
+53%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
US$64.2萬
|
+US$60.4萬
|
+14,359
|
新
|
|
