|
1
|
LPL Financial
San Diego,
California
|
US$14.5億
|
+US$3122萬
|
+584,644
|
+2%
|
|
|
2
|
|
US$11.1億
|
+US$864萬
|
+161,873
|
+0.9%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
US$10.8億
|
-US$9981萬
|
-1,869,303
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$7.01億
|
+US$4.39億
|
+8,220,161
|
+209%
|
|
|
5
|
|
US$4.39億
|
+US$2256萬
|
+422,470
|
+6%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
US$3.8億
|
+US$77.7萬
|
+14,550
|
+0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3.67億
|
+US$1.11億
|
+2,084,806
|
+49%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
US$2.94億
|
-US$1659萬
|
-310,690
|
-6%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$2.9億
|
+US$593萬
|
+111,131
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$2.52億
|
-US$540萬
|
-101,189
|
-2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
US$1.74億
|
+US$1135萬
|
+212,635
|
+8%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
US$1.6億
|
-US$141萬
|
-26,425
|
-0.9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$1.43億
|
+US$694萬
|
+130,008
|
+6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1.2億
|
+US$1007萬
|
+188,566
|
+10%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
US$1.2億
|
+US$4668萬
|
+874,148
|
+72%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$1.13億
|
+US$248萬
|
+46,485
|
+2%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$1.11億
|
+US$265萬
|
+49,667
|
+3%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$1.02億
|
+US$101萬
|
+19,008
|
+1%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$1億
|
+US$84.8萬
|
+15,890
|
+0.9%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$9551萬
|
+US$141萬
|
+26,435
|
+2%
|
|
|
21
|
State Street
Boston,
Massachusetts
|
US$9303萬
|
-US$1705萬
|
-319,317
|
-17%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$8965萬
|
+US$814萬
|
+152,365
|
+11%
|
|
|
23
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
US$8646萬
|
+US$618萬
|
+115,805
|
+8%
|
|
|
24
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
US$7954萬
|
+US$282萬
|
+52,825
|
+4%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
US$7150萬
|
-US$1057萬
|
-197,955
|
-14%
|
|
