|
1
|
Valmark Advisers
Akron,
Ohio
|
US$1.31億
|
-US$771萬
|
-149,033
|
-6%
|
|
|
2
|
TIAA CREF Trust
St Louis,
Missouri
|
US$1.14億
|
+US$976萬
|
+188,571
|
+9%
|
|
|
3
|
|
US$1.13億
|
-US$202萬
|
-39,045
|
-2%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
US$3893萬
|
-US$614萬
|
-118,606
|
-14%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
US$3787萬
|
-US$844萬
|
-163,111
|
-18%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
US$3424萬
|
+US$533萬
|
+102,868
|
+18%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$3356萬
|
-US$27.7萬
|
-5,358
|
-0.8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$2991萬
|
+US$46.8萬
|
+9,042
|
+2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$2306萬
|
+US$554萬
|
+107,091
|
+31%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$1320萬
|
-US$586萬
|
-113,133
|
-31%
|
|
|
11
|
Parkside Advisors
Berkeley,
California
|
US$1174萬
|
-US$21.1萬
|
-4,072
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1097萬
|
+US$733萬
|
+141,664
|
+199%
|
|
|
13
|
Twele Capital Management
Minnetonka,
Minnesota
|
US$1058萬
|
-US$40.3萬
|
-7,792
|
-4%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
US$862萬
|
-US$1072萬
|
-207,068
|
-55%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$844萬
|
-US$45.4萬
|
-8,769
|
-5%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
US$834萬
|
-US$10.5萬
|
-2,021
|
-1%
|
|
|
17
|
FutureAdvisor
San Francisco,
California
|
US$660萬
|
-US$49.5萬
|
-9,555
|
-7%
|
|
|
18
|
|
US$596萬
|
+US$417萬
|
+80,568
|
+230%
|
|
|
19
|
Mosaic Financial Partners
San Francisco,
California
|
US$555萬
|
-US$103萬
|
-19,844
|
-16%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
US$532萬
|
+US$337萬
|
+65,142
|
+172%
|
|
|
21
|
Gateway Advisory
Westfield,
New Jersey
|
US$430萬
|
-US$1,708
|
-33
|
-0%
|
|
|
22
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$418萬
|
-US$58.6萬
|
-11,311
|
-12%
|
|
|
23
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$399萬
|
+US$11.3萬
|
+2,176
|
+3%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
US$392萬
|
-US$16.9萬
|
-3,262
|
-4%
|
|
|
25
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$383萬
|
-US$11.1萬
|
-2,151
|
-3%
|
|
