|
1
|
|
US$1.26億
|
-US$45萬
|
-16,590
|
-0.4%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$8258萬
|
+US$95.8萬
|
+35,345
|
+1%
|
|
|
3
|
|
US$8071萬
|
+US$292萬
|
+107,880
|
+4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
US$6831萬
|
+US$425萬
|
+156,745
|
+7%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$6826萬
|
-US$454萬
|
-167,505
|
-6%
|
|
|
6
|
Cerity Partners OCIO
New York
|
US$5460萬
|
+US$208萬
|
+76,905
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$4172萬
|
-US$29萬
|
-10,715
|
-0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
US$3191萬
|
+US$67.7萬
|
+24,980
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
US$3089萬
|
+US$114萬
|
+41,880
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$2926萬
|
-US$1億
|
-3,702,715
|
-78%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
US$2845萬
|
+US$61.7萬
|
+22,780
|
+2%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$2747萬
|
-US$703萬
|
-259,335
|
-21%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
US$1879萬
|
+US$108萬
|
+39,815
|
+6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
US$1573萬
|
-US$201萬
|
-74,245
|
-12%
|
|
|
15
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
US$1348萬
|
+US$1313萬
|
+484,360
|
新
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1345萬
|
+US$1.83萬
|
+675
|
+0.1%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$1257萬
|
+US$27.7萬
|
+10,220
|
+2%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
US$1176萬
|
+US$260萬
|
+95,830
|
+30%
|
|
|
19
|
Delphi Private Advisors
San Diego,
California
|
US$1098萬
|
-US$85.6萬
|
-31,570
|
-7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$1091萬
|
+US$26.1萬
|
+9,620
|
+3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$1048萬
|
+US$9.23萬
|
+3,405
|
+0.9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$987萬
|
-US$22.9萬
|
-8,450
|
-2%
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
US$955萬
|
+US$930萬
|
+343,050
|
新
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
US$854萬
|
-US$14.4萬
|
-5,325
|
-2%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$845萬
|
-US$3.13萬
|
-1,155
|
-0.4%
|
|
