|
1
|
|
US$3.65億
|
-US$449萬
|
-205,565
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$1.08億
|
+US$474萬
|
+217,010
|
+5%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$6548萬
|
-US$101萬
|
-46,305
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4365萬
|
+US$37.1萬
|
+17,010
|
+0.9%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$3932萬
|
+US$485萬
|
+222,075
|
+15%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
US$3746萬
|
+US$279萬
|
+127,665
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$3281萬
|
-US$228萬
|
-104,175
|
-7%
|
|
|
8
|
Cerity Partners OCIO
New York
|
US$3179萬
|
+US$84.8萬
|
+38,820
|
+3%
|
|
|
9
|
|
US$2921萬
|
+US$53.3萬
|
+24,410
|
+2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
US$2422萬
|
-US$4.83萬
|
-2,210
|
-0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$1862萬
|
+US$185萬
|
+84,710
|
+12%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$1618萬
|
-US$23.2萬
|
-10,625
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
US$1536萬
|
+US$319萬
|
+146,230
|
+28%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
US$1190萬
|
+US$2.62萬
|
+1,200
|
+0.2%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
US$1060萬
|
-US$4.88萬
|
-2,235
|
-0.5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$946萬
|
-US$574萬
|
-262,760
|
-39%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$926萬
|
-US$210萬
|
-96,330
|
-19%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$888萬
|
+US$8.5萬
|
+3,890
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$848萬
|
+US$13.7萬
|
+6,265
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$812萬
|
+US$56.8萬
|
+26,000
|
+8%
|
|
|
21
|
LPL Financial
San Diego,
California
|
US$737萬
|
+US$145萬
|
+66,550
|
+27%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$665萬
|
-US$10.7萬
|
-4,915
|
-2%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
US$633萬
|
+US$3,057
|
+140
|
+0.1%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$586萬
|
-US$55.7萬
|
-25,500
|
-9%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
US$534萬
|
-US$256萬
|
-117,115
|
-34%
|
|
