|
1
|
Bank of America
Charlotte,
North Carolina
|
US$31億
|
+US$1516萬
|
+44,504
|
+0.5%
|
|
|
2
|
|
US$7.34億
|
+US$2410萬
|
+70,761
|
+4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
US$5.88億
|
-US$33萬
|
-970
|
-0.1%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
US$3.73億
|
+US$7228萬
|
+212,203
|
+26%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
US$3.59億
|
-US$70.4萬
|
-2,067
|
-0.2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$3.35億
|
+US$572萬
|
+16,779
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$3.02億
|
-US$415萬
|
-12,172
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$2.8億
|
-US$133萬
|
-3,903
|
-0.5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$2.48億
|
-US$634萬
|
-18,603
|
-3%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
US$2.37億
|
+US$1519萬
|
+44,594
|
+7%
|
|
|
11
|
Cohen Klingenstein
New York
|
US$2.34億
|
-US$695萬
|
-20,411
|
-3%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
US$2.28億
|
+US$726萬
|
+21,303
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2.24億
|
-US$834萬
|
-24,495
|
-4%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$1.97億
|
+US$75.1萬
|
+2,204
|
+0.4%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
US$1.96億
|
+US$127萬
|
+3,717
|
+0.7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.85億
|
+US$603萬
|
+17,695
|
+4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
US$1.74億
|
-US$28.7萬
|
-843
|
-0.2%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
US$1.67億
|
+US$1.07億
|
+315,525
|
+224%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1.61億
|
-US$1279萬
|
-37,547
|
-8%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
US$1.49億
|
-US$2.13億
|
-624,573
|
-61%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$1.37億
|
+US$225萬
|
+6,592
|
+2%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
US$1.36億
|
+US$1546萬
|
+45,392
|
+14%
|
|
|
23
|
TIAA-CREF Individual & Institutional Services
New York
|
US$1.24億
|
-US$919萬
|
-26,990
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1.21億
|
+US$1201萬
|
+35,267
|
+12%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1.2億
|
+US$331萬
|
+9,709
|
+3%
|
|
