|
1
|
Bank of America
Charlotte,
North Carolina
|
US$7.97億
|
+US$2279萬
|
+487,279
|
+3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1.75億
|
-US$1006萬
|
-215,044
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
US$1.13億
|
+US$854萬
|
+182,555
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
US$7350萬
|
+US$697萬
|
+148,965
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$6376萬
|
+US$1255萬
|
+268,374
|
+25%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$4958萬
|
+US$7.86萬
|
+1,680
|
+0.2%
|
|
|
7
|
Willis Johnson & Associates
Houston,
Texas
|
US$4669萬
|
+US$231萬
|
+49,425
|
+5%
|
|
|
8
|
TIAA Wealth Investment Management
New York
|
US$4192萬
|
-US$256萬
|
-54,752
|
-6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
US$4051萬
|
+US$300萬
|
+64,059
|
+8%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
US$3450萬
|
-US$79.8萬
|
-17,061
|
-2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$2821萬
|
+US$462萬
|
+98,866
|
+20%
|
|
|
12
|
|
US$2635萬
|
-US$511萬
|
-109,156
|
-16%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
US$2505萬
|
-US$1985萬
|
-424,373
|
-44%
|
|
|
14
|
|
US$2348萬
|
+US$239萬
|
+51,095
|
+11%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
US$2118萬
|
+US$46萬
|
+9,833
|
+2%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
US$2083萬
|
-US$731萬
|
-156,197
|
-26%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1956萬
|
+US$72.3萬
|
+15,455
|
+4%
|
|
|
18
|
Davidson Investment Advisors
Great Falls,
Montana
|
US$1931萬
|
+US$30.4萬
|
+6,505
|
+2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
US$1774萬
|
+US$62.5萬
|
+13,360
|
+4%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1543萬
|
+US$334萬
|
+71,491
|
+28%
|
|
|
21
|
|
US$1489萬
|
+US$157萬
|
+33,539
|
+12%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
US$1479萬
|
-US$18.2萬
|
-3,898
|
-1%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$1429萬
|
+US$57.4萬
|
+12,280
|
+4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
US$1311萬
|
-US$130萬
|
-27,854
|
-9%
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
US$866萬
|
+US$8.58萬
|
+1,834
|
+1%
|
|
