|
1
|
State Street
Boston,
Massachusetts
|
US$2.48億
|
-US$719萬
|
-261,430
|
-3%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$2.06億
|
-US$136萬
|
-49,630
|
-0.7%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$6933萬
|
+US$6140萬
|
+2,233,692
|
+716%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
US$4461萬
|
+US$4502萬
|
+1,637,908
|
新
|
|
|
5
|
Financial Enhancement Group
Anderson,
Indiana
|
US$2628萬
|
+US$67.3萬
|
+24,472
|
+3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
US$2559萬
|
-US$209萬
|
-75,924
|
-7%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
US$1532萬
|
-US$142萬
|
-51,510
|
-8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$1441萬
|
-US$246萬
|
-89,376
|
-14%
|
|
|
9
|
|
US$1365萬
|
-US$63.1萬
|
-22,950
|
-4%
|
|
|
10
|
|
US$1050萬
|
+US$41.2萬
|
+15,002
|
+4%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
US$1029萬
|
-US$8.58萬
|
-3,122
|
-0.8%
|
|
|
12
|
|
US$943萬
|
-US$142萬
|
-51,606
|
-13%
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
US$924萬
|
+US$18.7萬
|
+6,788
|
+2%
|
|
|
14
|
Advisory Alpha
Holland,
Michigan
|
US$902萬
|
-US$193萬
|
-70,314
|
-17%
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
US$884萬
|
+US$69.1萬
|
+25,140
|
+8%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
US$860萬
|
-US$75.6萬
|
-27,488
|
-8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
US$848萬
|
-US$14.4萬
|
-5,252
|
-2%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
US$835萬
|
-US$10萬
|
-3,626
|
-1%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
US$793萬
|
+US$7.89萬
|
+2,870
|
+1%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$700萬
|
+US$13.9萬
|
+5,074
|
+2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$667萬
|
-US$183萬
|
-66,584
|
-21%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$600萬
|
+US$5.02萬
|
+1,828
|
+0.8%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
US$522萬
|
+US$417萬
|
+151,604
|
+379%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$513萬
|
+US$517萬
|
+188,202
|
新
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$292萬
|
+US$44.3萬
|
+16,114
|
+18%
|
|
