|
1
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.6億
|
-US$4703萬
|
-470,028
|
-23%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.14億
|
+US$240萬
|
+23,967
|
+2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$1.11億
|
+US$1033萬
|
+103,181
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$7722萬
|
+US$583萬
|
+58,305
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
US$7083萬
|
-US$1848萬
|
-184,656
|
-21%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
US$4967萬
|
+US$74.7萬
|
+7,464
|
+2%
|
|
|
7
|
L.J. Altfest & Co
New York
|
US$4006萬
|
-US$196萬
|
-19,616
|
-5%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$3502萬
|
+US$175萬
|
+17,496
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
US$3256萬
|
-US$370萬
|
-37,020
|
-10%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
US$3244萬
|
+US$48.3萬
|
+4,831
|
+2%
|
|
|
11
|
Cerity Partners OCIO
New York
|
US$2523萬
|
+US$19.6萬
|
+1,961
|
+0.8%
|
|
|
12
|
|
US$2410萬
|
-US$354萬
|
-35,421
|
-13%
|
|
|
13
|
Keating Investment Counselors
Delray Beach,
Florida
|
US$1711萬
|
+US$133萬
|
+13,330
|
+9%
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
US$1653萬
|
+US$223萬
|
+22,304
|
+16%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
US$1372萬
|
-US$62.4萬
|
-6,233
|
-4%
|
|
|
16
|
|
US$1366萬
|
+US$279萬
|
+27,921
|
+26%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$1273萬
|
+US$398萬
|
+39,813
|
+46%
|
|
|
18
|
Barber Financial Group
Lenexa,
Kansas
|
US$1231萬
|
+US$109萬
|
+10,889
|
+10%
|
|
|
19
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$1194萬
|
+US$10.1萬
|
+1,007
|
+0.9%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
US$1155萬
|
+US$237萬
|
+23,717
|
+26%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1093萬
|
-US$24.1萬
|
-2,407
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
US$1082萬
|
-US$243萬
|
-24,266
|
-18%
|
|
|
23
|
Pasadena Private Wealth
Pasadena,
California
|
US$1080萬
|
+US$1054萬
|
+105,321
|
+5,027%
|
|
|
24
|
|
US$1079萬
|
+US$573萬
|
+57,309
|
+115%
|
|
|
25
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
US$1063萬
|
-US$13.9萬
|
-1,389
|
-1%
|
|
