|
1
|
|
US$1億
|
+US$1438萬
|
+286,873
|
+17%
|
|
|
2
|
|
US$5147萬
|
+US$439萬
|
+87,580
|
+9%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
US$2265萬
|
+US$224萬
|
+44,648
|
+11%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$1123萬
|
-US$30.3萬
|
-6,043
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$933萬
|
-US$61.7萬
|
-12,314
|
-6%
|
|
|
6
|
|
US$895萬
|
+US$41.6萬
|
+8,290
|
+5%
|
|
|
7
|
|
US$851萬
|
+US$104萬
|
+20,745
|
+14%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
US$789萬
|
+US$351萬
|
+69,947
|
+81%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
US$764萬
|
-US$18.4萬
|
-3,680
|
-2%
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
US$550萬
|
+US$8.37萬
|
+1,670
|
+2%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$530萬
|
+US$87.8萬
|
+17,520
|
+20%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$477萬
|
+US$45.5萬
|
+9,070
|
+11%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$375萬
|
+US$185萬
|
+36,941
|
+97%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
US$312萬
|
+US$4.45萬
|
+887
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$253萬
|
+US$81.7萬
|
+16,294
|
+48%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
US$253萬
|
+US$29萬
|
+5,783
|
+13%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
US$244萬
|
+US$16萬
|
+3,199
|
+7%
|
|
|
18
|
5T Wealth
Napa,
California
|
US$209萬
|
+US$174萬
|
+34,708
|
+513%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
US$201萬
|
-US$39.1萬
|
-7,803
|
-16%
|
|
|
20
|
|
US$190萬
|
+US$189萬
|
+37,662
|
新
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$188萬
|
-US$14.7萬
|
-2,924
|
-7%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
US$154萬
|
+US$153萬
|
+30,488
|
+508,133%
|
|
|
23
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$151萬
|
-US$12.2萬
|
-2,438
|
-8%
|
|
|
24
|
|
US$143萬
|
+US$142萬
|
+28,342
|
新
|
|
|
25
|
Fairway Wealth
Independence,
Ohio
|
US$142萬
|
+US$18.5萬
|
+3,683
|
+15%
|
|
