|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
US$7.71億
|
+US$7545萬
|
+1,152,940
|
+10%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
US$6.6億
|
-US$6062萬
|
-926,268
|
-8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
US$5億
|
-US$6990萬
|
-1,068,037
|
-12%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
US$4.43億
|
-US$1064萬
|
-162,549
|
-2%
|
|
|
5
|
|
US$4.26億
|
+US$1.82億
|
+2,775,335
|
+69%
|
|
|
6
|
|
US$3.93億
|
+US$48.4萬
|
+7,390
|
+0.1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$2.2億
|
+US$241萬
|
+36,866
|
+1%
|
|
|
8
|
Bank of New York Mellon
New York
|
US$2.1億
|
+US$383萬
|
+58,546
|
+2%
|
|
|
9
|
Balentine LLC
Atlanta,
Georgia
|
US$2.04億
|
+US$1.03億
|
+1,578,889
|
+95%
|
|
|
10
|
Suntrust Banks
Atlanta,
Georgia
|
US$1.96億
|
+US$1883萬
|
+287,706
|
+10%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$1.72億
|
+US$8934萬
|
+1,365,039
|
+99%
|
|
|
12
|
|
US$1.47億
|
+US$48萬
|
+7,335
|
+0.3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.44億
|
+US$6374萬
|
+973,879
|
+74%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
US$1.19億
|
+US$1.24億
|
+1,894,791
|
新
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$1.11億
|
-US$2253萬
|
-344,307
|
-16%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$9012萬
|
+US$528萬
|
+80,668
|
+6%
|
|
|
17
|
Keel Point
Huntsville,
Alabama
|
US$8750萬
|
-US$474萬
|
-72,412
|
-5%
|
|
|
18
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
US$8014萬
|
-US$1104萬
|
-168,765
|
-12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
US$7611萬
|
+US$520萬
|
+79,459
|
+7%
|
|
|
20
|
|
US$7546萬
|
+US$1704萬
|
+260,374
|
+28%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
US$6851萬
|
+US$617萬
|
+94,320
|
+9%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$6462萬
|
+US$3351萬
|
+512,043
|
+99%
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
US$6129萬
|
-US$1268萬
|
-193,779
|
-17%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$5933萬
|
+US$274萬
|
+41,861
|
+5%
|
|
|
25
|
IndexIQ Advisors
New York
|
US$5499萬
|
+US$1278萬
|
+195,277
|
+29%
|
|
