|
1
|
Bank of America
Charlotte,
North Carolina
|
US$9584萬
|
-US$328萬
|
-186,495
|
-4%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$5610萬
|
+US$155萬
|
+88,245
|
+3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$3795萬
|
-US$1014萬
|
-577,055
|
-22%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
US$3280萬
|
+US$532萬
|
+302,530
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$2918萬
|
+US$340萬
|
+193,680
|
+14%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
US$2914萬
|
+US$6.12萬
|
+3,485
|
+0.2%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$2874萬
|
+US$111萬
|
+63,365
|
+4%
|
|
|
8
|
|
US$2413萬
|
-US$924萬
|
-525,670
|
-29%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
US$1839萬
|
+US$255萬
|
+145,065
|
+17%
|
|
|
10
|
Cerity Partners OCIO
New York
|
US$1804萬
|
+US$218萬
|
+124,200
|
+15%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$1361萬
|
-US$9.8萬
|
-5,550
|
-0.8%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$1240萬
|
-US$3.79萬
|
-2,155
|
-0.3%
|
|
|
13
|
Delphi Private Advisors
San Diego,
California
|
US$1213萬
|
-US$19.4萬
|
-11,065
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1190萬
|
+US$30.4萬
|
+17,295
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$998萬
|
-US$599萬
|
-340,840
|
-39%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
US$907萬
|
-US$310萬
|
-176,555
|
-27%
|
|
|
17
|
|
US$715萬
|
-US$8.04萬
|
-4,575
|
-1%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$696萬
|
+US$36.1萬
|
+20,515
|
+6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$693萬
|
+US$97.3萬
|
+55,370
|
+18%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
US$648萬
|
+US$108萬
|
+61,550
|
+22%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$646萬
|
-US$47.5萬
|
-27,040
|
-7%
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$621萬
|
-US$63萬
|
-35,855
|
-10%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$544萬
|
+US$19.5萬
|
+11,115
|
+4%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
US$527萬
|
+US$38.7萬
|
+22,035
|
+9%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$474萬
|
-US$207萬
|
-117,770
|
-32%
|
|
