|
1
|
Fidelity Investments
Boston,
Massachusetts
|
US$4.71億
|
-US$7505萬
|
-1,898,919
|
-14%
|
|
|
2
|
|
US$2.72億
|
+US$304萬
|
+76,977
|
+1%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$2.36億
|
+US$1310萬
|
+331,480
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.95億
|
+US$3293萬
|
+833,197
|
+20%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$1.72億
|
+US$997萬
|
+252,186
|
+6%
|
|
|
6
|
Tectonic Advisors
Frisco,
Texas
|
US$1.04億
|
+US$419萬
|
+106,065
|
+4%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
US$8948萬
|
+US$2041萬
|
+516,420
|
+30%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$8934萬
|
+US$361萬
|
+91,309
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$8768萬
|
+US$286萬
|
+72,361
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$7136萬
|
-US$322萬
|
-81,482
|
-4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
US$6727萬
|
+US$1470萬
|
+371,912
|
+28%
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
US$6666萬
|
-US$1156萬
|
-292,519
|
-15%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
US$5403萬
|
-US$88.4萬
|
-22,371
|
-2%
|
|
|
14
|
Cheviot Value Management
Beverly Hills,
California
|
US$5400萬
|
-US$46.4萬
|
-11,736
|
-0.9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$5050萬
|
-US$324萬
|
-81,976
|
-6%
|
|
|
16
|
Morling Financial Advisors
Fremont,
California
|
US$4530萬
|
+US$180萬
|
+45,461
|
+4%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$4337萬
|
-US$377萬
|
-95,300
|
-8%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$3745萬
|
-US$29.7萬
|
-7,505
|
-0.8%
|
|
|
19
|
Bank of New York Mellon
New York
|
US$3364萬
|
+US$112萬
|
+28,301
|
+3%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
US$2694萬
|
+US$556萬
|
+140,651
|
+26%
|
|
|
21
|
Weatherly Asset Management
Del Mar,
California
|
US$2679萬
|
+US$88.4萬
|
+22,356
|
+3%
|
|
|
22
|
Horizon Investments
Charlotte,
North Carolina
|
US$2644萬
|
-US$7.83萬
|
-1,981
|
-0.3%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$2643萬
|
-US$58.2萬
|
-14,722
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
US$2596萬
|
-US$97.9萬
|
-24,777
|
-4%
|
|
|
25
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
US$2571萬
|
+US$18.7萬
|
+4,722
|
+0.7%
|
|
