|
1
|
|
US$1.35億
|
-US$541萬
|
-54,282
|
-4%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.26億
|
-US$205萬
|
-20,560
|
-2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$7881萬
|
+US$747萬
|
+74,985
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$6279萬
|
+US$550萬
|
+55,193
|
+10%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
US$4764萬
|
+US$4758萬
|
+477,843
|
新
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
US$4723萬
|
+US$21.3萬
|
+2,140
|
+0.5%
|
|
|
7
|
L.J. Altfest & Co
New York
|
US$3909萬
|
+US$234萬
|
+23,495
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$3826萬
|
-US$324萬
|
-32,586
|
-8%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
US$3207萬
|
+US$616萬
|
+61,902
|
+24%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$2675萬
|
+US$180萬
|
+18,095
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$2624萬
|
+US$292萬
|
+29,307
|
+13%
|
|
|
12
|
Cerity Partners OCIO
New York
|
US$2434萬
|
+US$29.4萬
|
+2,949
|
+1%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
US$1706萬
|
+US$84.8萬
|
+8,520
|
+5%
|
|
|
14
|
|
US$1267萬
|
+US$291萬
|
+29,258
|
+30%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
US$1243萬
|
-US$26.7萬
|
-2,685
|
-2%
|
|
|
16
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$1215萬
|
+US$63.4萬
|
+6,365
|
+6%
|
|
|
17
|
Bank of New York Mellon
New York
|
US$1046萬
|
+US$1045萬
|
+104,972
|
新
|
|
|
18
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$1026萬
|
+US$45.3萬
|
+4,549
|
+5%
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
US$1022萬
|
+US$30.3萬
|
+3,044
|
+3%
|
|
|
20
|
|
US$1017萬
|
-US$2727萬
|
-273,807
|
-73%
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
US$1012萬
|
+US$166萬
|
+16,652
|
+20%
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
US$1006萬
|
+US$81萬
|
+8,131
|
+9%
|
|
|
23
|
Knowledge Leaders Capital
Denver,
Colorado
|
US$923萬
|
+US$922萬
|
+92,584
|
新
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
US$906萬
|
+US$65.3萬
|
+6,560
|
+8%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
US$881萬
|
+US$49.9萬
|
+5,008
|
+6%
|
|
