|
1
|
TIAA CREF Trust
St Louis,
Missouri
|
US$1.43億
|
+US$775萬
|
+147,992
|
+6%
|
|
|
2
|
|
US$1.02億
|
+US$149萬
|
+28,400
|
+1%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
US$7447萬
|
-US$2680萬
|
-511,642
|
-27%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
US$5819萬
|
+US$1044萬
|
+199,283
|
+22%
|
|
|
5
|
Members Trust
Tampa,
Florida
|
US$5128萬
|
+US$5084萬
|
+970,420
|
新
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
US$4182萬
|
+US$141萬
|
+26,893
|
+4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$2904萬
|
+US$189萬
|
+36,028
|
+7%
|
|
|
8
|
Zions Bancorporation
Salt Lake City,
Utah
|
US$1779萬
|
+US$45.4萬
|
+8,657
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$1502萬
|
+US$238萬
|
+45,508
|
+19%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
US$1472萬
|
-US$2143萬
|
-408,977
|
-60%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
US$1361萬
|
+US$572萬
|
+109,239
|
+74%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
US$1195萬
|
-US$17.5萬
|
-3,333
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$956萬
|
-US$78.3萬
|
-14,955
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$897萬
|
+US$275萬
|
+52,446
|
+45%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
US$756萬
|
-US$21萬
|
-4,009
|
-3%
|
|
|
16
|
|
US$725萬
|
+US$23萬
|
+4,396
|
+3%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
US$564萬
|
-US$22萬
|
-4,192
|
-4%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$400萬
|
+US$6.01萬
|
+1,147
|
+2%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
US$390萬
|
-US$20.6萬
|
-3,928
|
-5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$379萬
|
-US$1714萬
|
-327,190
|
-82%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$309萬
|
-US$15.8萬
|
-3,025
|
-5%
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
US$303萬
|
+US$73.1萬
|
+13,951
|
+32%
|
|
|
23
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$302萬
|
+US$23.9萬
|
+4,554
|
+9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$234萬
|
+US$21.7萬
|
+4,138
|
+10%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
US$229萬
|
-US$69.9萬
|
-13,340
|
-24%
|
|
