|
1
|
Bank of America
Charlotte,
North Carolina
|
US$9887萬
|
-US$186萬
|
-96,655
|
-2%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$5417萬
|
+US$5450萬
|
+2,825,175
|
+4,757%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4860萬
|
-US$182萬
|
-94,420
|
-4%
|
|
|
4
|
|
US$3388萬
|
-US$311萬
|
-161,355
|
-8%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
US$2893萬
|
-US$88.5萬
|
-45,875
|
-3%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$2741萬
|
-US$90.7萬
|
-47,000
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$2696萬
|
+US$402萬
|
+208,275
|
+17%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
US$2540萬
|
-US$113萬
|
-58,495
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$1624萬
|
+US$783萬
|
+405,680
|
+85%
|
|
|
10
|
Cerity Partners OCIO
New York
|
US$1562萬
|
+US$69.8萬
|
+36,165
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
US$1558萬
|
-US$39.2萬
|
-20,305
|
-2%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$1365萬
|
-US$147萬
|
-75,985
|
-9%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$1238萬
|
-US$5.36萬
|
-2,780
|
-0.4%
|
|
|
14
|
Kinsight LLC
Birmingham,
Alabama
|
US$1234萬
|
+US$355萬
|
+184,240
|
+39%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
US$1228萬
|
+US$1262萬
|
+654,030
|
新
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1152萬
|
+US$81.5萬
|
+42,225
|
+7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
US$942萬
|
-US$25.2萬
|
-13,085
|
-3%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$809萬
|
+US$831萬
|
+430,950
|
新
|
|
|
19
|
|
US$720萬
|
+US$4.39萬
|
+2,275
|
+0.6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$694萬
|
+US$10.8萬
|
+5,610
|
+2%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$693萬
|
-US$539萬
|
-279,165
|
-43%
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$685萬
|
-US$7.87萬
|
-4,080
|
-1%
|
|
|
23
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$654萬
|
+US$5.66萬
|
+2,935
|
+0.8%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$634萬
|
-US$221萬
|
-114,760
|
-25%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$586萬
|
+US$363萬
|
+188,365
|
+152%
|
|
