|
1
|
Bank of America
Charlotte,
North Carolina
|
US$1.18億
|
-US$20.4萬
|
-8,575
|
-0.2%
|
|
|
2
|
|
US$1.17億
|
-US$406萬
|
-170,520
|
-4%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$7334萬
|
+US$146萬
|
+61,345
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
US$4934萬
|
+US$362萬
|
+152,370
|
+8%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4807萬
|
+US$164萬
|
+68,810
|
+4%
|
|
|
6
|
Cerity Partners OCIO
New York
|
US$4100萬
|
+US$189萬
|
+79,270
|
+5%
|
|
|
7
|
|
US$3848萬
|
+US$424萬
|
+178,325
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$3393萬
|
-US$96萬
|
-40,385
|
-3%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$3258萬
|
-US$206萬
|
-86,535
|
-6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
US$2749萬
|
+US$41.4萬
|
+17,410
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$2135萬
|
+US$146萬
|
+61,295
|
+8%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$1458萬
|
-US$11.8萬
|
-4,950
|
-0.8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
US$1383萬
|
-US$10.5萬
|
-4,420
|
-0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1191萬
|
+US$39.6萬
|
+16,645
|
+4%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
US$1153萬
|
-US$17.3萬
|
-7,265
|
-2%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$1058萬
|
+US$19萬
|
+8,000
|
+2%
|
|
|
17
|
Estate Counselors
Thiensville,
Wisconsin
|
US$1039萬
|
+US$985萬
|
+414,350
|
新
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
US$964萬
|
+US$914萬
|
+384,410
|
新
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$944萬
|
-US$28.6萬
|
-12,005
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$863萬
|
+US$9.12萬
|
+3,835
|
+1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
US$829萬
|
+US$22.5萬
|
+9,465
|
+3%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
US$770萬
|
+US$11.2萬
|
+4,720
|
+2%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$740萬
|
+US$6.56萬
|
+2,760
|
+1%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$665萬
|
-US$67.8萬
|
-28,490
|
-10%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
US$655萬
|
+US$7.34萬
|
+3,085
|
+1%
|
|
