|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
US$1.28億
|
-US$414萬
|
-219,679
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$9499萬
|
-US$422萬
|
-223,641
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
US$6355萬
|
-US$396萬
|
-210,132
|
-6%
|
|
|
4
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
US$6137萬
|
-US$254萬
|
-134,535
|
-4%
|
|
|
5
|
|
US$5228萬
|
-US$122萬
|
-64,448
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
US$4723萬
|
-US$63萬
|
-33,411
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4715萬
|
+US$515萬
|
+272,858
|
+12%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
US$3226萬
|
+US$157萬
|
+83,265
|
+5%
|
|
|
9
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
US$2899萬
|
–
|
–
|
–
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$2752萬
|
+US$412萬
|
+218,249
|
+17%
|
|
|
11
|
New York Life Investment Management
New York
|
US$2593萬
|
+US$116萬
|
+61,578
|
+5%
|
|
|
12
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
US$2507萬
|
–
|
–
|
–
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
US$2372萬
|
+US$287萬
|
+152,267
|
+14%
|
|
|
14
|
Rational Advisors
Huntington,
New York
|
US$2360萬
|
+US$23.9萬
|
+12,655
|
+1%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
US$2096萬
|
+US$381萬
|
+202,126
|
+22%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
US$2068萬
|
+US$128萬
|
+68,006
|
+7%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
US$2033萬
|
+US$2051萬
|
+1,087,805
|
新
|
|
|
18
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
US$1949萬
|
+US$98.7萬
|
+52,347
|
+5%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
US$1872萬
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
US$1763萬
|
+US$152萬
|
+80,790
|
+9%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
US$1597萬
|
+US$253萬
|
+134,405
|
+19%
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
US$1453萬
|
+US$151萬
|
+79,920
|
+11%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
US$1343萬
|
+US$62.5萬
|
+33,165
|
+5%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
US$1244萬
|
+US$189萬
|
+100,029
|
+18%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
US$1241萬
|
-US$22.5萬
|
-11,958
|
-2%
|
|
