|
1
|
|
US$1.34億
|
+US$236萬
|
+23,519
|
+2%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$8689萬
|
-US$78.6萬
|
-7,841
|
-0.9%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$6306萬
|
+US$611萬
|
+60,990
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$5853萬
|
-US$1342萬
|
-133,883
|
-19%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$4392萬
|
+US$130萬
|
+12,954
|
+3%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
US$4190萬
|
-US$159萬
|
-15,814
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$3565萬
|
+US$140萬
|
+13,960
|
+4%
|
|
|
8
|
Cerity Partners OCIO
New York
|
US$2232萬
|
-US$247萬
|
-24,638
|
-10%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$1930萬
|
+US$69.2萬
|
+6,908
|
+4%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
US$1842萬
|
+US$183萬
|
+18,284
|
+11%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
US$1423萬
|
+US$1428萬
|
+142,480
|
新
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
US$1397萬
|
+US$258萬
|
+25,786
|
+23%
|
|
|
13
|
L.J. Altfest & Co
New York
|
US$1042萬
|
+US$1045萬
|
+104,301
|
新
|
|
|
14
|
|
US$980萬
|
+US$89.9萬
|
+8,972
|
+10%
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$943萬
|
+US$947萬
|
+94,458
|
新
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
US$893萬
|
+US$84.7萬
|
+8,455
|
+10%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
US$845萬
|
+US$141萬
|
+14,039
|
+20%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
US$787萬
|
-US$197萬
|
-19,623
|
-20%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
US$770萬
|
+US$22.2萬
|
+2,214
|
+3%
|
|
|
20
|
Horan Capital Management
Hunt Valley,
Maryland
|
US$768萬
|
+US$771萬
|
+76,944
|
新
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
US$733萬
|
+US$71萬
|
+7,082
|
+11%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$725萬
|
+US$508萬
|
+50,662
|
+231%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
US$713萬
|
-US$11.8萬
|
-1,181
|
-2%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
US$683萬
|
+US$111萬
|
+11,031
|
+19%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$674萬
|
+US$23.1萬
|
+2,304
|
+4%
|
|
