|
1
|
TIAA CREF Trust
St Louis,
Missouri
|
US$1.34億
|
+US$879萬
|
+170,189
|
+7%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
US$1.01億
|
-US$245萬
|
-47,374
|
-2%
|
|
|
3
|
|
US$9951萬
|
-US$325萬
|
-62,911
|
-3%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
US$4722萬
|
+US$624萬
|
+120,767
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$4003萬
|
+US$467萬
|
+90,522
|
+13%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
US$3598萬
|
-US$179萬
|
-34,710
|
-5%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$2689萬
|
+US$131萬
|
+25,348
|
+5%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
US$2550萬
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$2085萬
|
-US$305萬
|
-59,078
|
-13%
|
|
|
10
|
Zions Bancorporation
Salt Lake City,
Utah
|
US$1718萬
|
-US$109萬
|
-21,078
|
-6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$1250萬
|
+US$104萬
|
+20,237
|
+9%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
US$1201萬
|
+US$11.2萬
|
+2,171
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1025萬
|
+US$68.5萬
|
+13,263
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$777萬
|
+US$2.65萬
|
+514
|
+0.3%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
US$770萬
|
-US$32萬
|
-6,193
|
-4%
|
|
|
16
|
|
US$695萬
|
+US$18.3萬
|
+3,541
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$614萬
|
-US$173萬
|
-33,449
|
-22%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
US$581萬
|
-US$57.9萬
|
-11,207
|
-9%
|
|
|
19
|
|
US$511萬
|
+US$504萬
|
+97,627
|
新
|
|
|
20
|
Courage Miller Partners
Norfolk,
Virginia
|
US$408萬
|
-US$3.77萬
|
-730
|
-0.9%
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$391萬
|
-US$5.89萬
|
-1,141
|
-2%
|
|
|
22
|
Venturi Wealth Management
Austin,
Texas
|
US$333萬
|
+US$37.3萬
|
+7,232
|
+13%
|
|
|
23
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$322萬
|
-US$38.5萬
|
-7,460
|
-11%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
US$296萬
|
+US$4.14萬
|
+801
|
+1%
|
|
|
25
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$276萬
|
-US$84.1萬
|
-16,296
|
-24%
|
|
