|
1
|
Bank of America
Charlotte,
North Carolina
|
US$1.02億
|
-US$9489萬
|
-1,928,893
|
-50%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
US$9432萬
|
+US$434萬
|
+88,269
|
+5%
|
|
|
3
|
Abacus Wealth Partners
Santa Monica,
California
|
US$8063萬
|
+US$554萬
|
+112,553
|
+8%
|
|
|
4
|
TIAA-CREF Individual & Institutional Services
New York
|
US$6208萬
|
-US$309萬
|
-62,773
|
-5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$5515萬
|
+US$14.9萬
|
+3,025
|
+0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$5464萬
|
+US$1499萬
|
+304,680
|
+41%
|
|
|
7
|
|
US$5409萬
|
-US$40.4萬
|
-8,209
|
-0.8%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
US$4568萬
|
+US$225萬
|
+45,767
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$4369萬
|
+US$91.5萬
|
+18,604
|
+2%
|
|
|
10
|
Bank of New York Mellon
New York
|
US$2327萬
|
+US$426萬
|
+86,553
|
+24%
|
|
|
11
|
Boston Common Asset Management
Boston,
Massachusetts
|
US$2187萬
|
-US$25.3萬
|
-5,152
|
-1%
|
|
|
12
|
North Berkeley Wealth Management
Berkeley,
California
|
US$1534萬
|
+US$2.62萬
|
+533
|
+0.2%
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
US$1358萬
|
-US$21.6萬
|
-4,395
|
-2%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
US$1354萬
|
-US$3.14萬
|
-639
|
-0.2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
US$1340萬
|
-US$23.7萬
|
-4,808
|
-2%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$1238萬
|
+US$76.6萬
|
+15,571
|
+7%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
US$1132萬
|
-US$15.4萬
|
-3,122
|
-1%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
US$1129萬
|
+US$22.2萬
|
+4,510
|
+2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
US$882萬
|
+US$7.06萬
|
+1,436
|
+0.9%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
US$786萬
|
+US$5.75萬
|
+1,168
|
+0.8%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
US$721萬
|
+US$10.3萬
|
+2,093
|
+2%
|
|
|
22
|
DeDora Capital
Napa,
California
|
US$704萬
|
+US$4.13萬
|
+839
|
+0.6%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
US$697萬
|
-US$5.24萬
|
-1,066
|
-0.8%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
US$696萬
|
+US$14.1萬
|
+2,864
|
+2%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
US$680萬
|
+US$38萬
|
+7,731
|
+6%
|
|
