|
1
|
Bank of America
Charlotte,
North Carolina
|
US$3.02億
|
-US$4422萬
|
-2,112,540
|
-13%
|
|
|
2
|
|
US$2.58億
|
+US$1852萬
|
+884,590
|
+8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$2.1億
|
+US$90.1萬
|
+43,040
|
+0.4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
US$1.51億
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$1.27億
|
+US$365萬
|
+174,240
|
+3%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
US$1.23億
|
+US$388萬
|
+185,380
|
+3%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.07億
|
-US$127萬
|
-60,635
|
-1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.06億
|
+US$767萬
|
+366,545
|
+8%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
US$6806萬
|
-US$92.7萬
|
-44,280
|
-1%
|
|
|
10
|
|
US$6804萬
|
-US$83.3萬
|
-39,810
|
-1%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
US$6674萬
|
+US$35.4萬
|
+16,925
|
+0.5%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
US$5668萬
|
-US$1.03萬
|
-490
|
-0%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$5285萬
|
+US$277萬
|
+132,330
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$4649萬
|
-US$70萬
|
-33,465
|
-2%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$4092萬
|
+US$187萬
|
+89,210
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$4004萬
|
+US$125萬
|
+59,935
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$3918萬
|
+US$97.4萬
|
+46,520
|
+3%
|
|
|
18
|
Grimes & Company
Westborough,
Massachusetts
|
US$3198萬
|
-US$50.1萬
|
-23,925
|
-2%
|
|
|
19
|
Relative Value Partners Group
|
US$3113萬
|
+US$477萬
|
+228,025
|
+19%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$3050萬
|
+US$35.1萬
|
+16,790
|
+1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
US$2948萬
|
+US$405萬
|
+193,570
|
+16%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
US$2928萬
|
+US$2821萬
|
+1,347,765
|
+7,262%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$2910萬
|
-US$5.41萬
|
-2,585
|
-0.2%
|
|
|
24
|
Tiedemann Advisors
New York
|
US$2520萬
|
-US$144萬
|
-68,875
|
-6%
|
|
|
25
|
Holt Capital Partners
Fort Worth,
Texas
|
US$2316萬
|
+US$65.7萬
|
+31,395
|
+3%
|
|
