|
1
|
Bank of America
Charlotte,
North Carolina
|
US$2.41億
|
-US$1245萬
|
-746,720
|
-5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$1.68億
|
-US$387萬
|
-232,360
|
-2%
|
|
|
3
|
|
US$1.56億
|
-US$6933萬
|
-4,158,605
|
-32%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
US$1.01億
|
-US$356萬
|
-213,650
|
-4%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$8673萬
|
+US$3271萬
|
+1,962,195
|
+66%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$7100萬
|
+US$120萬
|
+72,100
|
+2%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
US$6430萬
|
+US$868萬
|
+520,440
|
+17%
|
|
|
8
|
|
US$5687萬
|
-US$589萬
|
-353,195
|
-10%
|
|
|
9
|
Choate Investment Advisors
Boston,
Massachusetts
|
US$5615萬
|
+US$2963萬
|
+1,776,975
|
+126%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$5590萬
|
-US$145萬
|
-87,055
|
-3%
|
|
|
11
|
Simply Money Advisors
Cincinnati,
Ohio
|
US$5518萬
|
-US$687萬
|
-412,010
|
-12%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
US$5448萬
|
+US$1202萬
|
+720,790
|
+30%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$5088萬
|
+US$63.4萬
|
+38,025
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
US$4958萬
|
-US$118萬
|
-71,035
|
-2%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
US$4874萬
|
+US$167萬
|
+100,415
|
+4%
|
|
|
16
|
Grimes & Company
Westborough,
Massachusetts
|
US$4681萬
|
+US$22.7萬
|
+13,605
|
+0.5%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
US$4264萬
|
+US$270萬
|
+162,115
|
+7%
|
|
|
18
|
Kinsight LLC
Birmingham,
Alabama
|
US$3841萬
|
+US$384萬
|
+230,200
|
+12%
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$3484萬
|
+US$414萬
|
+248,135
|
+14%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$3275萬
|
+US$408萬
|
+244,815
|
+15%
|
|
|
21
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$3247萬
|
-US$38.6萬
|
-23,175
|
-1%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$3038萬
|
+US$43.9萬
|
+26,305
|
+2%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$2948萬
|
-US$41.7萬
|
-24,985
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2876萬
|
-US$111萬
|
-66,720
|
-4%
|
|
|
25
|
Wharton Business Group
Malvern,
Pennsylvania
|
US$2229萬
|
-US$5.08萬
|
-3,050
|
-0.2%
|
|
