|
1
|
|
US$1.14億
|
+US$3050萬
|
+301,745
|
+37%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$8065萬
|
+US$8036萬
|
+795,008
|
新
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$4809萬
|
+US$463萬
|
+45,846
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$4277萬
|
+US$1676萬
|
+165,844
|
+65%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
US$4066萬
|
+US$4051萬
|
+400,739
|
新
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$2998萬
|
+US$1281萬
|
+126,724
|
+75%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$2070萬
|
+US$558萬
|
+55,170
|
+37%
|
|
|
8
|
Cerity Partners OCIO
New York
|
US$1977萬
|
+US$284萬
|
+28,049
|
+17%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$1764萬
|
+US$1758萬
|
+173,887
|
新
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$1667萬
|
+US$1507萬
|
+149,078
|
+977%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
US$1312萬
|
+US$937萬
|
+92,693
|
+253%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
US$1095萬
|
+US$311萬
|
+30,803
|
+40%
|
|
|
13
|
|
US$1018萬
|
+US$104萬
|
+10,325
|
+11%
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
US$758萬
|
-US$20.8萬
|
-2,060
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$697萬
|
-US$161萬
|
-15,915
|
-19%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
US$682萬
|
+US$49.5萬
|
+4,896
|
+8%
|
|
|
17
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$550萬
|
+US$267萬
|
+26,463
|
+95%
|
|
|
18
|
|
US$494萬
|
+US$269萬
|
+26,599
|
+120%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
US$443萬
|
+US$251萬
|
+24,872
|
+131%
|
|
|
20
|
Flow Traders U.S.
New York
|
US$436萬
|
+US$379萬
|
+37,488
|
+688%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
US$422萬
|
+US$420萬
|
+41,571
|
新
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
US$408萬
|
+US$133萬
|
+13,159
|
+49%
|
|
|
23
|
LPL Financial
San Diego,
California
|
US$406萬
|
+US$69.3萬
|
+6,857
|
+21%
|
|
|
24
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
US$351萬
|
+US$3.64萬
|
+360
|
+1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$349萬
|
+US$11.7萬
|
+1,162
|
+3%
|
|
