|
1
|
|
US$1.33億
|
+US$1593萬
|
+158,560
|
+14%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$8812萬
|
+US$329萬
|
+32,733
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
US$7226萬
|
+US$2593萬
|
+258,159
|
+56%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
US$5726萬
|
+US$472萬
|
+46,984
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
US$4371萬
|
+US$188萬
|
+18,740
|
+4%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$4284萬
|
+US$2313萬
|
+230,232
|
+117%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$3444萬
|
+US$175萬
|
+17,404
|
+5%
|
|
|
8
|
Cerity Partners OCIO
New York
|
US$2497萬
|
+US$483萬
|
+48,083
|
+24%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$1871萬
|
-US$155萬
|
-15,446
|
-8%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
US$1668萬
|
+US$205萬
|
+20,392
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$1145萬
|
-US$1005萬
|
-100,025
|
-47%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
US$988萬
|
-US$77.8萬
|
-7,749
|
-7%
|
|
|
13
|
|
US$895萬
|
-US$378萬
|
-37,645
|
-30%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
US$813萬
|
+US$75.5萬
|
+7,519
|
+10%
|
|
|
15
|
CPWM LLC
Seattle,
Washington
|
US$752萬
|
-US$9.15萬
|
-911
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$728萬
|
+US$153萬
|
+15,199
|
+26%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
US$709萬
|
+US$380萬
|
+37,874
|
+116%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
US$666萬
|
+US$285萬
|
+28,360
|
+75%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$655萬
|
+US$160萬
|
+15,908
|
+32%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
US$576萬
|
+US$314萬
|
+31,240
|
+119%
|
|
|
21
|
|
US$567萬
|
-US$826萬
|
-82,251
|
-59%
|
|
|
22
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
US$433萬
|
+US$55萬
|
+5,472
|
+15%
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
US$413萬
|
+US$31.5萬
|
+3,135
|
+8%
|
|
|
24
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$412萬
|
+US$64.5萬
|
+6,421
|
+19%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
US$358萬
|
+US$10.4萬
|
+1,037
|
+3%
|
|
