|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.1億
|
-US$1104萬
|
-223,801
|
-9%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
US$9510萬
|
+US$1511萬
|
+306,124
|
+19%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$7994萬
|
-US$217萬
|
-43,991
|
-3%
|
|
|
4
|
Edge Wealth Management
New York
|
US$5352萬
|
+US$95.7萬
|
+19,399
|
+2%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
US$5175萬
|
-US$35.2萬
|
-7,139
|
-0.7%
|
|
|
6
|
Knightsbridge Asset Management
Newport Beach,
California
|
US$4651萬
|
+US$635萬
|
+128,729
|
+16%
|
|
|
7
|
Watchman Group
Plano,
Texas
|
US$4427萬
|
+US$120萬
|
+24,379
|
+3%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$3506萬
|
+US$321萬
|
+65,131
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$2671萬
|
-US$189萬
|
-38,346
|
-7%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
US$2588萬
|
+US$60.1萬
|
+12,171
|
+2%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
US$2380萬
|
+US$108萬
|
+21,794
|
+5%
|
|
|
12
|
Hutchinson Capital Management
San Rafael,
California
|
US$1972萬
|
+US$111萬
|
+22,430
|
+6%
|
|
|
13
|
Hilton Capital Management
Garden City,
New York
|
US$1957萬
|
-US$2253萬
|
-456,647
|
-53%
|
|
|
14
|
Pekin Hardy Strauss
Chicago,
Illinois
|
US$1882萬
|
-US$131萬
|
-26,517
|
-6%
|
|
|
15
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$1661萬
|
-US$223萬
|
-45,211
|
-12%
|
|
|
16
|
L2 Asset Management
Wayland,
Massachusetts
|
US$1448萬
|
-US$1302萬
|
-263,824
|
-47%
|
|
|
17
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$1340萬
|
-US$67.5萬
|
-13,671
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1219萬
|
-US$214萬
|
-43,344
|
-15%
|
|
|
19
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
US$1179萬
|
-US$24.8萬
|
-5,028
|
-2%
|
|
|
20
|
True Wealth Design
Akron,
Ohio
|
US$1080萬
|
-US$48萬
|
-9,733
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$978萬
|
-US$140萬
|
-28,382
|
-12%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
US$956萬
|
+US$172萬
|
+34,918
|
+22%
|
|
|
23
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$955萬
|
-US$4.02萬
|
-815
|
-0.4%
|
|
|
24
|
|
US$881萬
|
+US$164萬
|
+33,259
|
+23%
|
|
|
25
|
Tidal Investments
Milwaukee,
Wisconsin
|
US$853萬
|
+US$301萬
|
+61,020
|
+54%
|
|
