|
1
|
UBS Group
Zurich,
Switzerland
|
US$2.03億
|
+US$545萬
|
+158,182
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.27億
|
+US$2373萬
|
+689,298
|
+23%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
US$1.22億
|
+US$640萬
|
+185,902
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$6381萬
|
-US$239萬
|
-69,521
|
-4%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
US$3086萬
|
+US$3047萬
|
+884,926
|
新
|
|
|
6
|
|
US$2882萬
|
-US$1367萬
|
-397,044
|
-32%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
US$2870萬
|
+US$1173萬
|
+340,801
|
+71%
|
|
|
8
|
|
US$2743萬
|
+US$2707萬
|
+786,300
|
新
|
|
|
9
|
AssetMark Inc
Concord,
California
|
US$2131萬
|
+US$158萬
|
+45,846
|
+8%
|
|
|
10
|
Sentinel Asset Management
Montpelier,
Vermont
|
US$1926萬
|
-US$2913萬
|
-846,029
|
-61%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$1444萬
|
+US$802萬
|
+232,990
|
+129%
|
|
|
12
|
LPL Financial
San Diego,
California
|
US$1361萬
|
+US$212萬
|
+61,688
|
+19%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$1195萬
|
-US$116萬
|
-33,573
|
-9%
|
|
|
14
|
Probity Advisors
Dallas,
Texas
|
US$1041萬
|
+US$1027萬
|
+298,260
|
新
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
US$971萬
|
+US$85.6萬
|
+24,862
|
+10%
|
|
|
16
|
|
US$904萬
|
+US$999
|
+29
|
+0%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$866萬
|
+US$448萬
|
+130,050
|
+110%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
US$827萬
|
+US$789萬
|
+229,242
|
+2,987%
|
|
|
19
|
|
US$759萬
|
-US$1146萬
|
-332,732
|
-60%
|
|
|
20
|
|
US$734萬
|
-US$2441萬
|
-708,897
|
-77%
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
US$723萬
|
+US$130萬
|
+37,815
|
+22%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
US$690萬
|
-US$159萬
|
-46,237
|
-19%
|
|
|
23
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
US$517萬
|
+US$510萬
|
+148,180
|
新
|
|
|
24
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
US$505萬
|
+US$35.6萬
|
+10,343
|
+8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
US$456萬
|
+US$158萬
|
+45,991
|
+54%
|
|
