|
1
|
|
US$23億
|
+US$8116萬
|
+689,362
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$10.8億
|
-US$473萬
|
-40,165
|
-0.4%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$8.03億
|
+US$6825萬
|
+579,649
|
+9%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
US$5.09億
|
+US$1167萬
|
+99,106
|
+2%
|
|
|
5
|
|
US$5.04億
|
–
|
–
|
–
|
|
|
6
|
AssetMark Inc
Concord,
California
|
US$4.63億
|
+US$6917萬
|
+587,473
|
+18%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
US$4.34億
|
+US$6410萬
|
+544,449
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4.02億
|
-US$4861萬
|
-412,831
|
-11%
|
|
|
9
|
|
US$3.55億
|
+US$1950萬
|
+165,625
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$3.39億
|
+US$466萬
|
+39,602
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$3.07億
|
-US$1405萬
|
-119,327
|
-4%
|
|
|
12
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
US$2.88億
|
+US$1489萬
|
+126,450
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
US$2.7億
|
+US$1734萬
|
+147,285
|
+7%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
US$2.54億
|
+US$1463萬
|
+124,297
|
+6%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
US$2.52億
|
-US$3019萬
|
-256,419
|
-11%
|
|
|
16
|
|
US$2.3億
|
-US$107萬
|
-9,072
|
-0.5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
US$2.2億
|
-US$1.3億
|
-1,107,855
|
-37%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
US$2.2億
|
-US$1478萬
|
-125,554
|
-6%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$2.01億
|
-US$1596萬
|
-135,574
|
-7%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
US$1.84億
|
-US$324萬
|
-27,521
|
-2%
|
|
|
21
|
|
US$1.79億
|
+US$2078萬
|
+176,488
|
+13%
|
|
|
22
|
Tanglewood Wealth Management
Houston,
Texas
|
US$1.7億
|
-US$1784萬
|
-151,563
|
-9%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
US$1.6億
|
+US$4.77萬
|
+405
|
+8%
|
|
|
24
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$1.48億
|
+US$2026萬
|
+172,090
|
+16%
|
|
|
25
|
Facet Wealth Inc
Baltimore,
Maryland
|
US$1.42億
|
+US$1918萬
|
+162,870
|
+16%
|
|
