|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
US$4727萬
|
+US$310萬
|
+74,293
|
+7%
|
|
|
2
|
|
US$4575萬
|
-US$1550萬
|
-370,978
|
-26%
|
|
|
3
|
TIAA-CREF Individual & Institutional Services
New York
|
US$3499萬
|
-US$274萬
|
-65,650
|
-8%
|
|
|
4
|
Bank of New York Mellon
New York
|
US$2714萬
|
+US$150萬
|
+36,002
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2452萬
|
+US$11.1萬
|
+2,660
|
+0.5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
US$1688萬
|
+US$3.89萬
|
+931
|
+0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$1236萬
|
-US$7.51萬
|
-1,798
|
-0.6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
US$1161萬
|
-US$1.43萬
|
-343
|
-0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$1157萬
|
+US$5.33萬
|
+1,276
|
+0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$868萬
|
+US$38.7萬
|
+9,272
|
+5%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
US$819萬
|
+US$88.6萬
|
+21,208
|
+13%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$815萬
|
+US$30萬
|
+7,171
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$802萬
|
+US$30.1萬
|
+7,196
|
+4%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$716萬
|
-US$4.89萬
|
-1,169
|
-0.7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$661萬
|
-US$6.77萬
|
-1,619
|
-1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
US$473萬
|
-US$3,092
|
-74
|
-0.1%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
US$440萬
|
+US$1.78萬
|
+426
|
+0.4%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
US$431萬
|
+US$31萬
|
+7,410
|
+8%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
US$355萬
|
–
|
–
|
–
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$277萬
|
+US$26.2萬
|
+6,268
|
+11%
|
|
|
21
|
|
US$221萬
|
+US$65.4萬
|
+15,657
|
+45%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$205萬
|
+US$13.9萬
|
+3,321
|
+8%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$192萬
|
+US$3.89萬
|
+931
|
+2%
|
|
|
24
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
US$191萬
|
+US$183萬
|
+43,887
|
新
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
US$183萬
|
+US$176萬
|
+42,020
|
新
|
|
