|
1
|
Bank of America
Charlotte,
North Carolina
|
US$1.47億
|
+US$1.18億
|
+4,129,890
|
+393%
|
|
|
2
|
|
US$1.27億
|
-US$125萬
|
-43,710
|
-1%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
US$8156萬
|
-US$286萬
|
-100,280
|
-3%
|
|
|
4
|
|
US$8028萬
|
-US$224萬
|
-78,360
|
-3%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
US$7558萬
|
+US$577萬
|
+202,185
|
+8%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$6628萬
|
-US$351萬
|
-122,955
|
-5%
|
|
|
7
|
Cerity Partners OCIO
New York
|
US$5970萬
|
+US$391萬
|
+136,760
|
+7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$3431萬
|
-US$837萬
|
-293,015
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
US$3418萬
|
+US$157萬
|
+54,940
|
+5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
US$3002萬
|
-US$156萬
|
-54,690
|
-5%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
US$2937萬
|
+US$29萬
|
+10,165
|
+1%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$2774萬
|
-US$34.6萬
|
-12,110
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
US$2180萬
|
+US$577萬
|
+202,020
|
+36%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
US$1965萬
|
+US$43.7萬
|
+15,315
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1471萬
|
+US$96.1萬
|
+33,660
|
+7%
|
|
|
16
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
US$1384萬
|
+US$5.97萬
|
+2,090
|
+0.4%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
US$1288萬
|
+US$3.63萬
|
+1,270
|
+0.3%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
US$1210萬
|
+US$42.9萬
|
+15,020
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
US$1131萬
|
+US$16.2萬
|
+5,670
|
+1%
|
|
|
20
|
Delphi Private Advisors
San Diego,
California
|
US$1078萬
|
-US$44.8萬
|
-15,670
|
-4%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
US$1066萬
|
+US$194萬
|
+67,880
|
+22%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$1062萬
|
-US$9.24萬
|
-3,235
|
-0.9%
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
US$994萬
|
+US$18.6萬
|
+6,500
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$983萬
|
-US$26.4萬
|
-9,240
|
-3%
|
|
|
25
|
|
US$882萬
|
+US$800萬
|
+279,950
|
+936%
|
|
