|
1
|
HM Payson & Co
Portland,
Maine
|
US$1.29億
|
-US$574萬
|
-250,869
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$9852萬
|
+US$344萬
|
+150,498
|
+4%
|
|
|
3
|
|
US$9137萬
|
-US$201萬
|
-87,830
|
-2%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
US$7919萬
|
-US$2492萬
|
-1,089,340
|
-24%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$6176萬
|
+US$1760萬
|
+769,379
|
+40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$5732萬
|
+US$250萬
|
+109,145
|
+5%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
US$5578萬
|
-US$198萬
|
-86,411
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
US$5480萬
|
+US$68.5萬
|
+29,962
|
+1%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
US$5351萬
|
-US$337萬
|
-147,388
|
-6%
|
|
|
10
|
Connecticut Wealth Management
Farmington,
Connecticut
|
US$4406萬
|
+US$286萬
|
+125,130
|
+7%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
US$4369萬
|
+US$111萬
|
+48,701
|
+3%
|
|
|
12
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
US$3642萬
|
-US$26.1萬
|
-11,402
|
-0.7%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$3641萬
|
-US$11萬
|
-4,798
|
-0.3%
|
|
|
14
|
Summitry LLC
Foster City,
California
|
US$3559萬
|
+US$57.5萬
|
+25,135
|
+2%
|
|
|
15
|
Arax Advisory Partners
Denver,
Colorado
|
US$3521萬
|
+US$3518萬
|
+1,538,030
|
新
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$3381萬
|
-US$296萬
|
-129,565
|
-8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3230萬
|
+US$106萬
|
+46,196
|
+3%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
US$3173萬
|
-US$696萬
|
-304,217
|
-18%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
US$2917萬
|
+US$572萬
|
+249,898
|
+24%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$2336萬
|
-US$274萬
|
-119,758
|
-11%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
US$2273萬
|
+US$167萬
|
+73,094
|
+8%
|
|
|
22
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$2087萬
|
+US$12.7萬
|
+5,539
|
+0.6%
|
|
|
23
|
Horizon Advisory Services
West Henrietta,
New York
|
US$2054萬
|
+US$43.6萬
|
+19,042
|
+2%
|
|
|
24
|
MKT Advisors
Escondido,
California
|
US$1849萬
|
+US$73萬
|
+31,926
|
+4%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
US$1775萬
|
-US$153萬
|
-66,901
|
-8%
|
|
