|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
US$2.15億
|
+US$705萬
|
+142,167
|
+3%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
US$1.86億
|
+US$9461萬
|
+1,907,437
|
+95%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
US$1.36億
|
-US$544萬
|
-109,659
|
-4%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
US$1.2億
|
+US$4510萬
|
+909,207
|
+57%
|
|
|
5
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$8236萬
|
+US$328萬
|
+66,036
|
+4%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
US$8195萬
|
-US$387萬
|
-78,006
|
-4%
|
|
|
7
|
|
US$7151萬
|
-US$1733萬
|
-349,299
|
-19%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$5979萬
|
-US$67.3萬
|
-13,574
|
-1%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
US$5607萬
|
+US$28.9萬
|
+5,827
|
+0.5%
|
|
|
10
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
US$5443萬
|
+US$2613萬
|
+526,839
|
+87%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
US$5311萬
|
+US$25.3萬
|
+5,099
|
+0.5%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$4633萬
|
-US$310萬
|
-62,429
|
-6%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
US$4578萬
|
+US$468萬
|
+94,315
|
+11%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
US$3916萬
|
-US$19.7萬
|
-3,965
|
-0.5%
|
|
|
15
|
St Louis Trust
Saint Louis,
Missouri
|
US$3700萬
|
+US$3.08萬
|
+621
|
+0.7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3471萬
|
-US$186萬
|
-37,585
|
-5%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
US$3002萬
|
-US$57萬
|
-11,491
|
-2%
|
|
|
18
|
Charles Schwab Trust
Henderson,
Nevada
|
US$2980萬
|
+US$897萬
|
+180,880
|
+41%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
US$2954萬
|
+US$48.3萬
|
+9,744
|
+2%
|
|
|
20
|
Vise Technologies
New York
|
US$2364萬
|
+US$297萬
|
+59,846
|
+14%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
US$2318萬
|
+US$19.5萬
|
+3,939
|
+0.8%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$2009萬
|
+US$88.1萬
|
+17,766
|
+4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
US$1995萬
|
+US$59.5萬
|
+11,992
|
+3%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
US$1758萬
|
+US$23.3萬
|
+4,688
|
+1%
|
|
|
25
|
Diversify Wealth Management
Sandy,
Utah
|
US$1674萬
|
+US$163萬
|
+32,962
|
+10%
|
|
