|
1
|
|
US$1.05億
|
+US$772萬
|
+79,307
|
+8%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
US$7984萬
|
-US$354萬
|
-36,346
|
-4%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
US$6520萬
|
+US$314萬
|
+32,264
|
+5%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
US$6026萬
|
+US$688萬
|
+70,762
|
+13%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
US$4984萬
|
-US$117萬
|
-12,027
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$4338萬
|
+US$113萬
|
+11,664
|
+3%
|
|
|
7
|
|
US$3765萬
|
-US$178萬
|
-18,274
|
-5%
|
|
|
8
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
US$3745萬
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$3697萬
|
+US$244萬
|
+25,105
|
+7%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
US$3602萬
|
-US$5.57萬
|
-572
|
-0.2%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
US$3416萬
|
+US$2889萬
|
+296,963
|
+642%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$3165萬
|
-US$147萬
|
-15,068
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$2818萬
|
+US$63.4萬
|
+6,516
|
+2%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
US$2655萬
|
-US$551萬
|
-56,625
|
-18%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
US$2532萬
|
+US$6.46萬
|
+664
|
+0.3%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
US$2478萬
|
-US$120萬
|
-12,371
|
-5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2107萬
|
+US$135萬
|
+13,913
|
+7%
|
|
|
18
|
Cerity Partners OCIO
New York
|
US$1968萬
|
+US$50.6萬
|
+5,201
|
+3%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
US$1913萬
|
+US$63.4萬
|
+6,514
|
+4%
|
|
|
20
|
|
US$1900萬
|
+US$224萬
|
+23,030
|
+14%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$1769萬
|
-US$48.3萬
|
-4,960
|
-3%
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
US$1577萬
|
-US$5609萬
|
-576,502
|
-78%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
US$1256萬
|
+US$5.4萬
|
+555
|
+0.4%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
US$1183萬
|
+US$40.3萬
|
+4,139
|
+4%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
US$1144萬
|
+US$9.17萬
|
+942
|
+0.8%
|
|
