|
1
|
Bank of America
Charlotte,
North Carolina
|
US$5273萬
|
+US$177萬
|
+68,879
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
US$4347萬
|
+US$301萬
|
+117,543
|
+7%
|
|
|
3
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
US$3700萬
|
-US$1,692
|
-66
|
-0%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$1877萬
|
+US$83.3萬
|
+32,488
|
+5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
US$1674萬
|
+US$23萬
|
+8,958
|
+1%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
US$1425萬
|
-US$33.2萬
|
-12,971
|
-2%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$1420萬
|
+US$242萬
|
+94,407
|
+21%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$1334萬
|
-US$12.4萬
|
-4,839
|
-0.9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
US$1183萬
|
-US$5.74萬
|
-2,238
|
-0.5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$992萬
|
-US$44.8萬
|
-17,463
|
-4%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
US$970萬
|
-US$30.9萬
|
-12,049
|
-3%
|
|
|
12
|
|
US$942萬
|
+US$90.4萬
|
+35,255
|
+11%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$850萬
|
-US$89.9萬
|
-35,068
|
-10%
|
|
|
14
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
US$832萬
|
+US$1.23萬
|
+480
|
+0.1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
US$800萬
|
-US$177萬
|
-69,227
|
-18%
|
|
|
16
|
Paradiem
Covington,
Louisiana
|
US$754萬
|
–
|
–
|
–
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
US$702萬
|
+US$46.1萬
|
+18,000
|
+7%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$692萬
|
+US$97.6萬
|
+38,077
|
+16%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
US$632萬
|
-US$55.4萬
|
-21,617
|
-8%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$627萬
|
-US$22.2萬
|
-8,668
|
-3%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
US$553萬
|
+US$24.2萬
|
+9,446
|
+5%
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
US$550萬
|
-US$33.2萬
|
-12,967
|
-6%
|
|
|
23
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
US$516萬
|
+US$29.5萬
|
+11,497
|
+6%
|
|
|
24
|
Praetorian Wealth Management
Carmel,
California
|
US$508萬
|
-US$42.4萬
|
-16,557
|
-8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
US$494萬
|
+US$26.5萬
|
+10,356
|
+6%
|
|
