|
1
|
|
US$9104萬
|
+US$159萬
|
+16,825
|
+2%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
US$7806萬
|
-US$95.5萬
|
-10,079
|
-1%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
US$6842萬
|
+US$126萬
|
+13,317
|
+2%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
US$5798萬
|
-US$289萬
|
-30,508
|
-5%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
US$5010萬
|
+US$673萬
|
+71,052
|
+15%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
US$4774萬
|
+US$1882萬
|
+198,592
|
+63%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$3949萬
|
+US$183萬
|
+19,357
|
+5%
|
|
|
8
|
|
US$3692萬
|
+US$86.7萬
|
+9,148
|
+2%
|
|
|
9
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
US$3503萬
|
–
|
–
|
–
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
US$3374萬
|
+US$22.3萬
|
+2,353
|
+0.7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$3224萬
|
+US$204萬
|
+21,481
|
+7%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$3101萬
|
-US$131萬
|
-13,792
|
-4%
|
|
|
13
|
Windham Capital Management
Boston,
Massachusetts
|
US$3010萬
|
-US$556萬
|
-58,699
|
-15%
|
|
|
14
|
|
US$2682萬
|
+US$1993萬
|
+210,350
|
+271%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
US$2575萬
|
+US$14.3萬
|
+1,512
|
+0.5%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
US$2433萬
|
+US$7.91萬
|
+835
|
+0.3%
|
|
|
17
|
Commerce Bank
Kansas City,
Missouri
|
US$2362萬
|
-US$555萬
|
-58,579
|
-19%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1841萬
|
+US$120萬
|
+12,670
|
+7%
|
|
|
19
|
Cerity Partners OCIO
New York
|
US$1779萬
|
+US$7.25萬
|
+765
|
+0.4%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
US$1727萬
|
-US$13.5萬
|
-1,421
|
-0.8%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$1701萬
|
+US$12.9萬
|
+1,365
|
+0.8%
|
|
|
22
|
|
US$1563萬
|
-US$136萬
|
-14,363
|
-8%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$1247萬
|
-US$13萬
|
-1,368
|
-1%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
US$1169萬
|
+US$86萬
|
+9,072
|
+8%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
US$1075萬
|
-US$158萬
|
-16,651
|
-13%
|
|
