|
1
|
Evoke Wealth
Los Angeles,
California
|
US$5044萬
|
-US$588萬
|
-113,490
|
-11%
|
|
|
2
|
Central Trust Company
Jefferson City,
Missouri
|
US$2909萬
|
+US$87.3萬
|
+16,869
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$2477萬
|
+US$168萬
|
+32,360
|
+7%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
US$1818萬
|
+US$180萬
|
+34,804
|
+11%
|
|
|
5
|
Avos Capital Management
Seattle,
Washington
|
US$1462萬
|
+US$388萬
|
+74,958
|
+37%
|
|
|
6
|
Wealthedge Investment Advisors
New York
|
US$1384萬
|
+US$228萬
|
+44,059
|
+20%
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
US$974萬
|
+US$361萬
|
+69,754
|
+60%
|
|
|
8
|
Sovran Advisors
San Diego,
California
|
US$831萬
|
-US$23.8萬
|
-4,594
|
-3%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
US$690萬
|
-US$62.4萬
|
-12,052
|
-8%
|
|
|
10
|
Yoder Wealth Management
Walnut Creek,
California
|
US$545萬
|
+US$30.2萬
|
+5,830
|
+6%
|
|
|
11
|
|
US$374萬
|
+US$58.3萬
|
+11,262
|
+19%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
US$363萬
|
+US$150萬
|
+29,058
|
+72%
|
|
|
13
|
L.J. Altfest & Co
New York
|
US$340萬
|
+US$335萬
|
+64,783
|
新
|
|
|
14
|
|
US$321萬
|
+US$2.81萬
|
+543
|
+0.9%
|
|
|
15
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
US$296萬
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$294萬
|
-US$54.6萬
|
-10,549
|
-16%
|
|
|
17
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
US$270萬
|
+US$93萬
|
+17,955
|
+54%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
US$260萬
|
+US$245萬
|
+47,234
|
+1,964%
|
|
|
19
|
Private Wealth Advisors (California)
Fresno,
California
|
US$257萬
|
+US$7.13萬
|
+1,377
|
+3%
|
|
|
20
|
Lloyd Advisory Services
Suwanee,
Georgia
|
US$250萬
|
+US$7.22萬
|
+1,394
|
+3%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
US$235萬
|
+US$13.1萬
|
+2,530
|
+6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
US$233萬
|
+US$58.7萬
|
+11,344
|
+34%
|
|
|
23
|
LPL Financial
San Diego,
California
|
US$223萬
|
+US$57.3萬
|
+11,065
|
+35%
|
|
|
24
|
CHB Investment Group
New Hope,
Pennsylvania
|
US$211萬
|
+US$6.45萬
|
+1,246
|
+3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
US$177萬
|
+US$52.2萬
|
+10,088
|
+43%
|
|
