|
1
|
Fidelity Investments
Boston,
Massachusetts
|
US$2.44億
|
+US$6945萬
|
+1,374,321
|
+40%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
US$2.16億
|
-US$2197萬
|
-434,859
|
-9%
|
|
|
3
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
US$2.14億
|
+US$374萬
|
+74,100
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$1.98億
|
+US$932萬
|
+184,394
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$1.93億
|
+US$2275萬
|
+450,234
|
+13%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.59億
|
+US$1.47億
|
+2,908,587
|
+1,235%
|
|
|
7
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$1.06億
|
+US$1.02億
|
+2,021,916
|
+2,666%
|
|
|
8
|
Temasek Holdings
Singapore
|
US$9984萬
|
–
|
–
|
–
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$9805萬
|
+US$1061萬
|
+210,001
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$9432萬
|
+US$980萬
|
+193,998
|
+12%
|
|
|
11
|
Donaldson Capital Management
Evansville,
Indiana
|
US$8642萬
|
-US$1098萬
|
-217,230
|
-11%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
US$6967萬
|
+US$238萬
|
+47,034
|
+4%
|
|
|
13
|
Iron Gate Global Advisors
Nsl,
Utah
|
US$6920萬
|
+US$960萬
|
+190,053
|
+16%
|
|
|
14
|
Winthrop Advisory Group
Boston,
Massachusetts
|
US$6881萬
|
+US$686萬
|
+135,806
|
+11%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
US$6085萬
|
+US$5669萬
|
+1,121,777
|
+1,380%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
US$5977萬
|
+US$314萬
|
+62,177
|
+6%
|
|
|
17
|
Acorns Advisers
Irvine,
California
|
US$5437萬
|
+US$60.8萬
|
+12,025
|
+1%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
US$5431萬
|
-US$147萬
|
-29,143
|
-3%
|
|
|
19
|
|
US$5257萬
|
-US$2219萬
|
-439,046
|
-30%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
US$4776萬
|
-US$133萬
|
-26,309
|
-3%
|
|
|
21
|
Macro Advisors
York,
Pennsylvania
|
US$4702萬
|
+US$1522萬
|
+301,241
|
+48%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
US$4610萬
|
+US$2574萬
|
+509,399
|
+127%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4249萬
|
-US$122萬
|
-24,124
|
-3%
|
|
|
24
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
US$4112萬
|
+US$245萬
|
+48,500
|
+6%
|
|
|
25
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
US$3855萬
|
-US$664萬
|
-131,487
|
-15%
|
|
