|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
US$10.4億
|
-US$3864萬
|
-381,800
|
-4%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$5.16億
|
-US$1.41億
|
-1,388,302
|
-22%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
US$4.75億
|
-US$1.43億
|
-1,413,973
|
-24%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.91億
|
-US$8684萬
|
-857,937
|
-32%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
US$1.24億
|
+US$738萬
|
+72,895
|
+7%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
US$9588萬
|
-US$555萬
|
-54,847
|
-6%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$7286萬
|
+US$7013萬
|
+692,856
|
新
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
US$5942萬
|
-US$1098萬
|
-108,469
|
-16%
|
|
|
9
|
First Citizens Asset Management
Raleigh,
North Carolina
|
US$5791萬
|
+US$374萬
|
+36,913
|
+7%
|
|
|
10
|
Richard P. Slaughter Associates
Austin,
Texas
|
US$5398萬
|
+US$251萬
|
+24,769
|
+5%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
US$5177萬
|
-US$125萬
|
-12,316
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
US$5083萬
|
-US$970萬
|
-95,793
|
-17%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
US$5027萬
|
+US$183萬
|
+18,046
|
+4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
US$4443萬
|
+US$305萬
|
+30,178
|
+8%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$4153萬
|
-US$138萬
|
-13,683
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$3955萬
|
+US$233萬
|
+23,012
|
+7%
|
|
|
17
|
Kingdom Financial Group
Peoria,
Arizona
|
US$3416萬
|
+US$337萬
|
+33,294
|
+11%
|
|
|
18
|
Sterling Capital Management
Charlotte,
North Carolina
|
US$3325萬
|
+US$807萬
|
+79,687
|
+34%
|
|
|
19
|
|
US$3031萬
|
+US$11.8萬
|
+1,166
|
+0.4%
|
|
|
20
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
US$2943萬
|
+US$100萬
|
+9,889
|
+4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
US$2805萬
|
+US$250萬
|
+24,686
|
+10%
|
|
|
22
|
LifeWealth Investments
Winter Garden,
Florida
|
US$2629萬
|
+US$217萬
|
+21,414
|
+9%
|
|
|
23
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
US$2535萬
|
-US$61.5萬
|
-6,079
|
-2%
|
|
|
24
|
JSF Financial
Los Angeles,
California
|
US$2518萬
|
-US$408萬
|
-40,331
|
-14%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
US$2490萬
|
-US$57.5萬
|
-5,680
|
-2%
|
|
