|
1
|
|
US$28.8億
|
-US$3796萬
|
-370,047
|
-1%
|
|
|
2
|
|
US$4.12億
|
+US$1890萬
|
+184,253
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3.34億
|
+US$2.6億
|
+2,533,763
|
+356%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
US$3.05億
|
-US$2112萬
|
-205,840
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$2.97億
|
+US$1.31億
|
+1,279,116
|
+80%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
US$2.09億
|
+US$720萬
|
+70,170
|
+4%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
US$2.08億
|
+US$2537萬
|
+247,269
|
+14%
|
|
|
8
|
|
US$1.84億
|
+US$4404萬
|
+429,329
|
+32%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$1.66億
|
+US$6885萬
|
+671,145
|
+71%
|
|
|
10
|
|
US$1.59億
|
+US$4030萬
|
+392,850
|
+34%
|
|
|
11
|
3EDGE Asset Management
Naples,
Florida
|
US$1.15億
|
+US$237萬
|
+23,082
|
+2%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
US$1.05億
|
+US$922萬
|
+89,905
|
+10%
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
US$1.02億
|
+US$667萬
|
+65,042
|
+7%
|
|
|
14
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$9590萬
|
-US$147萬
|
-14,332
|
-2%
|
|
|
15
|
Quotient Wealth Partners
Dallas,
Texas
|
US$9551萬
|
+US$245萬
|
+23,856
|
+3%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
US$8613萬
|
-US$190萬
|
-18,480
|
-2%
|
|
|
17
|
Partners Capital Investment Group
Boston,
Massachusetts
|
US$8405萬
|
-US$1829萬
|
-178,260
|
-18%
|
|
|
18
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
US$8323萬
|
+US$700萬
|
+68,202
|
+9%
|
|
|
19
|
Wealthcare Capital Management
Richmond,
Virginia
|
US$8275萬
|
+US$297萬
|
+28,952
|
+4%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
US$8125萬
|
+US$2088萬
|
+203,509
|
+35%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
US$7654萬
|
+US$24萬
|
+2,344
|
+0.3%
|
|
|
22
|
State Street
Boston,
Massachusetts
|
US$6606萬
|
+US$31.4萬
|
+3,063
|
+0.5%
|
|
|
23
|
MASECO Private Wealth
London,
|
US$6447萬
|
+US$6427萬
|
+626,520
|
新
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
US$6393萬
|
+US$110萬
|
+10,752
|
+2%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
US$6317萬
|
-US$94萬
|
-9,166
|
-1%
|
|
