|
26
|
State Street
Boston,
Massachusetts
|
US$7839萬
|
+US$265萬
|
+99,440
|
+3%
|
|
|
27
|
Lutz Financial Services
Omaha,
Nebraska
|
US$6479萬
|
+US$275萬
|
+103,109
|
+4%
|
|
|
28
|
Bank of New York Mellon
New York
|
US$6438萬
|
+US$22.2萬
|
+8,337
|
+0.3%
|
|
|
29
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
US$6157萬
|
+US$154萬
|
+57,833
|
+3%
|
|
|
30
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$5539萬
|
+US$1804萬
|
+675,990
|
+48%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
US$5493萬
|
-US$1639萬
|
-614,202
|
-23%
|
|
|
32
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
US$5492萬
|
+US$349萬
|
+130,968
|
+7%
|
|
|
33
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$5342萬
|
+US$5378萬
|
+2,015,743
|
新
|
|
|
34
|
Principal Securities
Des Moines,
Iowa
|
US$5242萬
|
+US$77.8萬
|
+29,143
|
+1%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$5206萬
|
+US$557萬
|
+208,846
|
+12%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$4997萬
|
+US$568萬
|
+212,843
|
+12%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
US$4906萬
|
+US$119萬
|
+44,488
|
+2%
|
|
|
38
|
Diversified Enterprises
Wilmington,
Delaware
|
US$4757萬
|
+US$192萬
|
+71,916
|
+4%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
US$4541萬
|
+US$598萬
|
+224,107
|
+15%
|
|
|
40
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
US$4411萬
|
+US$476萬
|
+178,523
|
+12%
|
|
|
41
|
Sumitomo Life Insurance
Tokyo,
Japan
|
US$4407萬
|
+US$1943萬
|
+728,200
|
+78%
|
|
|
42
|
LPL Financial
San Diego,
California
|
US$4394萬
|
+US$366萬
|
+137,100
|
+9%
|
|
|
43
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
US$4303萬
|
+US$284萬
|
+106,456
|
+7%
|
|
|
44
|
Pure Financial Advisors
San Diego,
California
|
US$4217萬
|
+US$188萬
|
+70,460
|
+5%
|
|
|
45
|
Advisory Alpha
Holland,
Michigan
|
US$4189萬
|
+US$3.03萬
|
+1,136
|
+0.1%
|
|
|
46
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
US$4153萬
|
+US$122萬
|
+45,605
|
+3%
|
|
|
47
|
Russell Investments Group
London,
United Kingdom
|
US$4050萬
|
–
|
–
|
–
|
|
|
48
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
US$3976萬
|
+US$191萬
|
+71,449
|
+5%
|
|
|
49
|
Garde Capital
Seattle,
Washington
|
US$3901萬
|
+US$3927萬
|
+1,471,972
|
新
|
|
|
50
|
Pictet Asset Management
Carouge,
Switzerland
|
US$3849萬
|
+US$495萬
|
+185,500
|
+15%
|
|
