|
1
|
Bank of America
Charlotte,
North Carolina
|
US$1.13億
|
+US$355萬
|
+152,490
|
+3%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$6624萬
|
+US$11.8萬
|
+5,075
|
+0.2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4320萬
|
-US$86.9萬
|
-37,370
|
-2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
US$3926萬
|
+US$143萬
|
+61,485
|
+4%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$3642萬
|
-US$329萬
|
-141,260
|
-8%
|
|
|
6
|
Cerity Partners OCIO
New York
|
US$3422萬
|
+US$212萬
|
+91,275
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$3343萬
|
+US$29.7萬
|
+12,760
|
+0.9%
|
|
|
8
|
|
US$3179萬
|
+US$230萬
|
+98,770
|
+8%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
US$2466萬
|
+US$19.2萬
|
+8,275
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$1806萬
|
+US$264萬
|
+113,695
|
+17%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$1754萬
|
-US$126萬
|
-54,105
|
-7%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$1369萬
|
-US$264萬
|
-113,705
|
-16%
|
|
|
13
|
Delphi Private Advisors
San Diego,
California
|
US$1092萬
|
-US$110萬
|
-47,085
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$984萬
|
+US$28萬
|
+12,040
|
+3%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
US$967萬
|
-US$104萬
|
-44,600
|
-10%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$934萬
|
+US$37.3萬
|
+16,015
|
+4%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$926萬
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$905萬
|
+US$48.5萬
|
+20,845
|
+6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$792萬
|
-US$28.3萬
|
-12,170
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$722萬
|
-US$8.49萬
|
-3,650
|
-1%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$674萬
|
+US$2.54萬
|
+1,090
|
+0.4%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
US$663萬
|
+US$124萬
|
+53,435
|
+23%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
US$616萬
|
-US$23.1萬
|
-9,925
|
-4%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
US$595萬
|
+US$2.29萬
|
+985
|
+0.4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$537萬
|
+US$54.9萬
|
+23,590
|
+11%
|
|
