|
1
|
UBS Group
Zurich,
Switzerland
|
US$2.05億
|
+US$160萬
|
+46,004
|
+0.8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.82億
|
+US$5530萬
|
+1,585,735
|
+44%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
US$1.56億
|
+US$3312萬
|
+949,620
|
+27%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$6807萬
|
+US$422萬
|
+121,045
|
+7%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
US$4325萬
|
+US$1234萬
|
+353,885
|
+40%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
US$3264萬
|
+US$393萬
|
+112,552
|
+14%
|
|
|
7
|
Sentinel Asset Management
Montpelier,
Vermont
|
US$3264萬
|
+US$1336萬
|
+383,072
|
+69%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
US$2975萬
|
+US$843萬
|
+241,593
|
+40%
|
|
|
9
|
|
US$2832萬
|
-US$51.7萬
|
-14,821
|
-2%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$1468萬
|
+US$601萬
|
+172,249
|
+69%
|
|
|
11
|
ALPS Advisors
Denver,
Colorado
|
US$1460萬
|
+US$1459萬
|
+418,364
|
新
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$1445萬
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
US$1344萬
|
-US$7.59萬
|
-2,176
|
-0.6%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
US$1141萬
|
+US$169萬
|
+48,523
|
+17%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
US$1068萬
|
-US$128萬
|
-36,678
|
-11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$957萬
|
+US$500萬
|
+143,351
|
+110%
|
|
|
17
|
Probity Advisors
Dallas,
Texas
|
US$951萬
|
-US$788萬
|
-225,874
|
-76%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
US$834萬
|
+US$6.47萬
|
+1,854
|
+0.8%
|
|
|
19
|
|
US$806萬
|
-US$1936萬
|
-555,300
|
-71%
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
US$717萬
|
+US$716萬
|
+205,339
|
新
|
|
|
21
|
HSBC Holdings
London,
United Kingdom
|
US$704萬
|
-US$19.6萬
|
-5,625
|
-3%
|
|
|
22
|
Aviance Capital Management
Sarasota,
Florida
|
US$649萬
|
+US$490萬
|
+140,421
|
+308%
|
|
|
23
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
US$541萬
|
+US$23.9萬
|
+6,855
|
+5%
|
|
|
24
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
US$527萬
|
+US$92.1萬
|
+26,400
|
+21%
|
|
|
25
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
US$503萬
|
-US$2.39萬
|
-685
|
-0.5%
|
|
