|
1
|
|
US$2.3億
|
+US$4672萬
|
+1,309,081
|
+25%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$5216萬
|
+US$1245萬
|
+348,880
|
+30%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
US$4969萬
|
+US$35.7萬
|
+10,000
|
+0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$1993萬
|
+US$9,030
|
+253
|
+0%
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$1294萬
|
-US$767萬
|
-214,832
|
-36%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
US$1164萬
|
-US$256萬
|
-71,805
|
-18%
|
|
|
7
|
|
US$1120萬
|
+US$102萬
|
+28,499
|
+10%
|
|
|
8
|
Kinsight LLC
Birmingham,
Alabama
|
US$954萬
|
+US$2.35萬
|
+659
|
+0.2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
US$805萬
|
+US$129萬
|
+36,238
|
+18%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$759萬
|
+US$43.7萬
|
+12,235
|
+6%
|
|
|
11
|
Mosaic Financial Partners
San Francisco,
California
|
US$696萬
|
+US$63.1萬
|
+17,689
|
+10%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$668萬
|
+US$6.39萬
|
+1,791
|
+0.9%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$575萬
|
-US$15.3萬
|
-4,282
|
-3%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
US$500萬
|
+US$425萬
|
+118,976
|
+464%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
US$442萬
|
-US$38.9萬
|
-10,902
|
-8%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
US$410萬
|
+US$291萬
|
+81,432
|
+219%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
US$393萬
|
+US$35.5萬
|
+9,954
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$334萬
|
-US$116萬
|
-32,481
|
-25%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$332萬
|
-US$16萬
|
-4,487
|
-4%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$307萬
|
+US$317萬
|
+88,760
|
新
|
|
|
21
|
Private Ocean
San Rafael,
California
|
US$289萬
|
-US$5.65萬
|
-1,583
|
-2%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
US$230萬
|
+US$131萬
|
+36,629
|
+124%
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
US$227萬
|
-US$30.1萬
|
-8,425
|
-11%
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
US$215萬
|
-US$77.5萬
|
-21,701
|
-26%
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
US$179萬
|
+US$2.02萬
|
+565
|
+1%
|
|
