|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.23億
|
-US$208萬
|
-21,048
|
-2%
|
|
|
2
|
|
US$1.12億
|
-US$2182萬
|
-220,375
|
-16%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$8519萬
|
+US$711萬
|
+71,850
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$6773萬
|
+US$552萬
|
+55,794
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
US$4874萬
|
+US$195萬
|
+19,671
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$4115萬
|
+US$325萬
|
+32,857
|
+9%
|
|
|
7
|
L.J. Altfest & Co
New York
|
US$3955萬
|
+US$82.3萬
|
+8,310
|
+2%
|
|
|
8
|
|
US$3322萬
|
+US$2071萬
|
+209,230
|
+165%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
US$3244萬
|
+US$65.6萬
|
+6,623
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$2988萬
|
+US$388萬
|
+39,217
|
+15%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$2877萬
|
+US$228萬
|
+22,989
|
+9%
|
|
|
12
|
Cerity Partners OCIO
New York
|
US$2368萬
|
-US$42.9萬
|
-4,331
|
-2%
|
|
|
13
|
Keating Investment Counselors
Delray Beach,
Florida
|
US$2217萬
|
+US$2223萬
|
+224,488
|
新
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
US$1967萬
|
+US$1072萬
|
+108,321
|
+119%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
US$1754萬
|
+US$64.1萬
|
+6,477
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1453萬
|
+US$1013萬
|
+102,302
|
+228%
|
|
|
17
|
BBVA USA Bancshares
Houston,
Texas
|
US$1304萬
|
+US$302萬
|
+30,483
|
+30%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
US$1219萬
|
-US$13.3萬
|
-1,346
|
-1%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$1205萬
|
+US$1.04萬
|
+105
|
+0.1%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$1108萬
|
+US$97.4萬
|
+9,834
|
+10%
|
|
|
21
|
Barber Financial Group
Lenexa,
Kansas
|
US$1063萬
|
+US$49.9萬
|
+5,042
|
+5%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
US$1059萬
|
+US$1061萬
|
+107,186
|
新
|
|
|
23
|
Bank of New York Mellon
New York
|
US$1044萬
|
+US$7.52萬
|
+760
|
+0.7%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
US$1003萬
|
+US$6.2萬
|
+626
|
+0.6%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
US$1002萬
|
+US$136萬
|
+13,761
|
+16%
|
|
