|
1
|
State Street
Boston,
Massachusetts
|
US$2.6億
|
-US$2071萬
|
-750,408
|
-7%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$2.11億
|
+US$75.8萬
|
+27,460
|
+0.4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
US$2820萬
|
+US$90.7萬
|
+32,860
|
+3%
|
|
|
4
|
Financial Enhancement Group
Anderson,
Indiana
|
US$2611萬
|
+US$155萬
|
+56,140
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$1717萬
|
-US$83.8萬
|
-30,364
|
-5%
|
|
|
6
|
Global Financial Private Capital
Sarasota,
Florida
|
US$1704萬
|
+US$142萬
|
+51,572
|
+9%
|
|
|
7
|
|
US$1456萬
|
-US$50.6萬
|
-18,340
|
-3%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
US$1113萬
|
+US$45.4萬
|
+16,436
|
+4%
|
|
|
9
|
|
US$1105萬
|
-US$330萬
|
-119,588
|
-23%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
US$1058萬
|
-US$2995萬
|
-1,085,276
|
-74%
|
|
|
11
|
|
US$1028萬
|
+US$559萬
|
+202,630
|
+121%
|
|
|
12
|
UBP Investment Advisors
Geneva,
Switzerland
|
US$946萬
|
+US$15.4萬
|
+5,562
|
+2%
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
US$924萬
|
+US$75.7萬
|
+27,436
|
+9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
US$879萬
|
+US$58.8萬
|
+21,312
|
+7%
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$866萬
|
+US$861萬
|
+311,842
|
新
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$865萬
|
+US$203萬
|
+73,376
|
+31%
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
US$861萬
|
+US$47萬
|
+17,014
|
+6%
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
US$832萬
|
+US$13.8萬
|
+5,016
|
+2%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
US$800萬
|
+US$796萬
|
+288,244
|
新
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
US$709萬
|
-US$13.6萬
|
-4,938
|
-2%
|
|
|
21
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$700萬
|
+US$31.4萬
|
+11,388
|
+5%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$606萬
|
+US$42萬
|
+15,212
|
+7%
|
|
|
23
|
Wolverine Trading
Chicago,
Illinois
|
US$465萬
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
US$304萬
|
-US$13.9萬
|
-5,048
|
-4%
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
US$276萬
|
+US$51.5萬
|
+18,656
|
+23%
|
|
