|
1
|
Wells Fargo
San Francisco,
California
|
US$5136萬
|
-US$839萬
|
-414,766
|
-14%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$3409萬
|
-US$351萬
|
-173,607
|
-9%
|
|
|
3
|
|
US$2640萬
|
+US$2646萬
|
+1,307,693
|
新
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
US$2218萬
|
-US$211萬
|
-104,310
|
-9%
|
|
|
5
|
Titleist Asset Management
San Antonio,
Texas
|
US$2000萬
|
+US$71.5萬
|
+35,339
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$1845萬
|
+US$252萬
|
+124,770
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1802萬
|
+US$70.5萬
|
+34,826
|
+4%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
US$1520萬
|
+US$96.3萬
|
+47,586
|
+7%
|
|
|
9
|
|
US$1476萬
|
+US$27.8萬
|
+13,759
|
+2%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$1366萬
|
+US$77.3萬
|
+38,213
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$1324萬
|
+US$7.1萬
|
+3,511
|
+0.5%
|
|
|
12
|
Probity Advisors
Dallas,
Texas
|
US$1128萬
|
+US$113萬
|
+55,648
|
+11%
|
|
|
13
|
Shelton Wealth Management
Fort Worth,
Texas
|
US$1084萬
|
+US$82.9萬
|
+40,981
|
+8%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
US$979萬
|
+US$510萬
|
+251,979
|
+108%
|
|
|
15
|
Park Avenue Securities
New York
|
US$949萬
|
-US$144萬
|
-71,168
|
-13%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$920萬
|
+US$55.7萬
|
+27,536
|
+6%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
US$899萬
|
+US$158萬
|
+78,269
|
+21%
|
|
|
18
|
Snowden Capital Advisors
New York
|
US$821萬
|
+US$12.7萬
|
+6,267
|
+2%
|
|
|
19
|
Headland Capital
Mt. Pleasant,
South Carolina
|
US$819萬
|
+US$61.7萬
|
+30,511
|
+8%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
US$806萬
|
+US$83萬
|
+41,045
|
+11%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
US$799萬
|
+US$66.6萬
|
+32,931
|
+9%
|
|
|
22
|
Foronjy Financial
Santa Barbara,
California
|
US$682萬
|
+US$42.7萬
|
+21,092
|
+7%
|
|
|
23
|
Spreng Capital Management
Bucyrus,
Ohio
|
US$636萬
|
+US$19萬
|
+9,409
|
+3%
|
|
|
24
|
Fagan Associates
Troy,
New York
|
US$560萬
|
+US$10.6萬
|
+5,255
|
+2%
|
|
|
25
|
Stockman Wealth Management
Billings,
Montana
|
US$535萬
|
+US$25.5萬
|
+12,580
|
+5%
|
|
