|
1
|
Wells Fargo
San Francisco,
California
|
US$2.77億
|
+US$1015萬
|
+204,110
|
+4%
|
|
|
2
|
|
US$1.35億
|
-US$591萬
|
-118,910
|
-4%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
US$1.09億
|
-US$348萬
|
-69,908
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$7468萬
|
+US$1324萬
|
+266,164
|
+22%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$7251萬
|
-US$259萬
|
-52,064
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$3543萬
|
-US$16.5萬
|
-3,314
|
-0.5%
|
|
|
7
|
|
US$2854萬
|
+US$247萬
|
+49,662
|
+10%
|
|
|
8
|
|
US$2647萬
|
-US$488萬
|
-98,208
|
-16%
|
|
|
9
|
Wilmington Trust
Wilmington,
Delaware
|
US$2019萬
|
-US$242萬
|
-48,716
|
-11%
|
|
|
10
|
Cerity Partners OCIO
New York
|
US$1985萬
|
-US$115萬
|
-23,084
|
-6%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
US$1873萬
|
+US$59.8萬
|
+12,032
|
+3%
|
|
|
12
|
Polaris Wealth Advisory Group
San Rafael,
California
|
US$1561萬
|
+US$24.7萬
|
+4,976
|
+2%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
US$1460萬
|
+US$22.5萬
|
+4,530
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1420萬
|
+US$186萬
|
+37,494
|
+16%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
US$1298萬
|
+US$153萬
|
+30,780
|
+14%
|
|
|
16
|
|
US$1265萬
|
+US$84.1萬
|
+16,910
|
+7%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$1234萬
|
-US$5,371
|
-108
|
-0%
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
US$1212萬
|
+US$201萬
|
+40,418
|
+21%
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
US$1181萬
|
+US$7.71萬
|
+1,550
|
+0.7%
|
|
|
20
|
Affinity Wealth Management
Wilmington,
Delaware
|
US$1109萬
|
-US$8.99萬
|
-1,808
|
-0.8%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1073萬
|
+US$57.5萬
|
+11,562
|
+6%
|
|
|
22
|
FundX Investment Group
San Francisco,
California
|
US$1040萬
|
+US$908萬
|
+182,510
|
+869%
|
|
|
23
|
Wilmington Trust National Association
Wilmington,
Delaware
|
US$1037萬
|
-US$16.9萬
|
-3,398
|
-2%
|
|
|
24
|
Stifel Nicolaus & Co
St Louis,
Missouri
|
US$1025萬
|
+US$65.6萬
|
+13,192
|
+7%
|
|
|
25
|
Tompkins Financial
Ithaca,
New York
|
US$1014萬
|
+US$18.1萬
|
+3,636
|
+2%
|
|
