|
1
|
Bank of America
Charlotte,
North Carolina
|
US$9343萬
|
-US$534萬
|
-277,325
|
-5%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$5743萬
|
-US$41.5萬
|
-21,530
|
-0.7%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$3840萬
|
-US$72.9萬
|
-37,835
|
-2%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$3310萬
|
+US$342萬
|
+177,700
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
US$3178萬
|
-US$202萬
|
-104,920
|
-6%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
US$3045萬
|
+US$39.7萬
|
+20,605
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$2442萬
|
-US$562萬
|
-291,475
|
-19%
|
|
|
8
|
|
US$2382萬
|
-US$105萬
|
-54,250
|
-4%
|
|
|
9
|
Cerity Partners OCIO
New York
|
US$2171萬
|
+US$345萬
|
+178,965
|
+19%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
US$1956萬
|
+US$58.3萬
|
+30,245
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1406萬
|
+US$178萬
|
+92,160
|
+15%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$1389萬
|
-US$14萬
|
-7,290
|
-1%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$1202萬
|
-US$75.9萬
|
-39,375
|
-6%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
US$1047萬
|
-US$202萬
|
-104,900
|
-16%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
US$918萬
|
-US$16.7萬
|
-8,690
|
-2%
|
|
|
16
|
|
US$850萬
|
+US$112萬
|
+58,050
|
+15%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
US$844萬
|
+US$174萬
|
+90,305
|
+26%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$738萬
|
+US$19.4萬
|
+10,045
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$708萬
|
+US$41.2萬
|
+21,385
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$703萬
|
-US$11.7萬
|
-6,055
|
-2%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$632萬
|
-US$8.14萬
|
-4,225
|
-1%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$555萬
|
-US$5.61萬
|
-2,910
|
-1%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
US$537萬
|
-US$6.18萬
|
-3,210
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
US$486萬
|
-US$562萬
|
-291,590
|
-54%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
US$434萬
|
-US$1.74萬
|
-905
|
-0.4%
|
|
