|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
US$4557萬
|
-US$41.8萬
|
-10,196
|
-0.9%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
US$3789萬
|
+US$17.1萬
|
+4,169
|
+0.5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
US$2648萬
|
+US$66.3萬
|
+16,197
|
+3%
|
|
|
4
|
|
US$1884萬
|
+US$16.9萬
|
+4,131
|
+0.9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1549萬
|
+US$86.1萬
|
+21,026
|
+6%
|
|
|
6
|
TFC Financial Management
Boston,
Massachusetts
|
US$1241萬
|
-US$5,406
|
-132
|
-0%
|
|
|
7
|
Cerity Partners OCIO
New York
|
US$1240萬
|
+US$214萬
|
+52,194
|
+22%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$1175萬
|
+US$67.7萬
|
+16,523
|
+6%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
US$1038萬
|
+US$14.6萬
|
+3,570
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$894萬
|
-US$33.4萬
|
-8,157
|
-4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$780萬
|
+US$6.25萬
|
+1,527
|
+0.8%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$689萬
|
+US$26.4萬
|
+6,454
|
+4%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
US$454萬
|
-US$408萬
|
-99,738
|
-48%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$435萬
|
+US$7萬
|
+1,710
|
+2%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
US$389萬
|
-US$15萬
|
-3,660
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$376萬
|
+US$18.5萬
|
+4,507
|
+5%
|
|
|
17
|
|
US$349萬
|
+US$337萬
|
+82,237
|
新
|
|
|
18
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
US$343萬
|
+US$1.77萬
|
+431
|
+0.5%
|
|
|
19
|
Evolution Advisers
Richmond,
Virginia
|
US$304萬
|
+US$2.96萬
|
+723
|
+1%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
US$242萬
|
-US$2.9萬
|
-709
|
-1%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
US$238萬
|
-US$21萬
|
-5,129
|
-8%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
US$234萬
|
+US$1.56萬
|
+381
|
+0.7%
|
|
|
23
|
Pioneer Wealth Management Group
Austin,
Texas
|
US$229萬
|
+US$7.31萬
|
+1,785
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$217萬
|
+US$23.5萬
|
+5,747
|
+13%
|
|
|
25
|
CGC Financial Services
Lake Oswego,
Oregon
|
US$198萬
|
-US$8.7萬
|
-2,123
|
-4%
|
|
