|
1
|
Valmark Advisers
Akron,
Ohio
|
US$1.4億
|
-US$165萬
|
-31,857
|
-1%
|
|
|
2
|
TIAA CREF Trust
St Louis,
Missouri
|
US$9165萬
|
+US$881萬
|
+169,752
|
+11%
|
|
|
3
|
Suntrust Banks
Atlanta,
Georgia
|
US$4722萬
|
-US$1.78億
|
-3,434,509
|
-79%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
US$4698萬
|
-US$145萬
|
-27,851
|
-3%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
US$3830萬
|
+US$112萬
|
+21,668
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
US$3330萬
|
+US$23.2萬
|
+4,460
|
+0.7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$2632萬
|
+US$197萬
|
+38,030
|
+8%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
US$2393萬
|
+US$540萬
|
+104,065
|
+29%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$2149萬
|
-US$378萬
|
-72,767
|
-15%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$1557萬
|
+US$301萬
|
+58,004
|
+24%
|
|
|
11
|
Parkside Advisors
Berkeley,
California
|
US$1172萬
|
+US$23.2萬
|
+4,465
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1157萬
|
+US$481萬
|
+92,686
|
+71%
|
|
|
13
|
Twele Capital Management
Minnetonka,
Minnesota
|
US$1108萬
|
–
|
–
|
–
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
US$1088萬
|
-US$106萬
|
-20,363
|
-9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$872萬
|
-US$4730萬
|
-911,283
|
-84%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
US$857萬
|
-US$14.7萬
|
-2,826
|
-2%
|
|
|
17
|
Mosaic Financial Partners
San Francisco,
California
|
US$706萬
|
-US$62.8萬
|
-12,099
|
-8%
|
|
|
18
|
|
US$673萬
|
-US$606萬
|
-116,746
|
-47%
|
|
|
19
|
FutureAdvisor
San Francisco,
California
|
US$607萬
|
+US$50.3萬
|
+9,699
|
+9%
|
|
|
20
|
D'Orazio & Associates
Falls Church,
Virginia
|
US$546萬
|
-US$24.8萬
|
-4,781
|
-4%
|
|
|
21
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$488萬
|
-US$47萬
|
-9,057
|
-9%
|
|
|
22
|
Gateway Advisory
Westfield,
New Jersey
|
US$454萬
|
-US$259萬
|
-49,963
|
-36%
|
|
|
23
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$444萬
|
-US$19.9萬
|
-3,841
|
-4%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
US$437萬
|
-US$46.5萬
|
-8,952
|
-10%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$392萬
|
-US$174萬
|
-33,460
|
-31%
|
|
