|
1
|
|
US$1.17億
|
+US$431萬
|
+42,708
|
+4%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$8484萬
|
+US$506萬
|
+50,130
|
+6%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$5255萬
|
+US$496萬
|
+49,170
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$4635萬
|
+US$406萬
|
+40,192
|
+10%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
US$4182萬
|
+US$161萬
|
+15,923
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$3269萬
|
+US$304萬
|
+30,134
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$2149萬
|
+US$101萬
|
+10,038
|
+5%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$2026萬
|
+US$378萬
|
+37,481
|
+23%
|
|
|
9
|
Cerity Partners OCIO
New York
|
US$2008萬
|
+US$50.8萬
|
+5,033
|
+3%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$1973萬
|
+US$229萬
|
+22,678
|
+13%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
US$1463萬
|
+US$166萬
|
+16,440
|
+13%
|
|
|
12
|
|
US$1392萬
|
+US$908萬
|
+90,000
|
+185%
|
|
|
13
|
IndexIQ Advisors
New York
|
US$1296萬
|
+US$1260萬
|
+124,894
|
+2,941%
|
|
|
14
|
|
US$1273萬
|
+US$267萬
|
+26,462
|
+26%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
US$1066萬
|
-US$18.4萬
|
-1,819
|
-2%
|
|
|
16
|
CPWM LLC
Seattle,
Washington
|
US$761萬
|
+US$10.7萬
|
+1,065
|
+1%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
US$737萬
|
+US$62.9萬
|
+6,231
|
+9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
US$576萬
|
+US$160萬
|
+15,812
|
+38%
|
|
|
19
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$559萬
|
+US$14.1萬
|
+1,398
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$495萬
|
-US$196萬
|
-19,390
|
-28%
|
|
|
21
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
US$437萬
|
+US$33.5萬
|
+3,325
|
+8%
|
|
|
22
|
Flow Traders U.S.
New York
|
US$431萬
|
–
|
–
|
–
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
US$382萬
|
+US$42萬
|
+4,162
|
+12%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
US$381萬
|
+US$328萬
|
+32,548
|
+600%
|
|
|
25
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
US$377萬
|
+US$65.3萬
|
+6,470
|
+21%
|
|
