|
1
|
Fidelity Investments
Boston,
Massachusetts
|
US$4.12億
|
+US$6942萬
|
+1,417,685
|
+20%
|
|
|
2
|
|
US$3.12億
|
+US$1714萬
|
+349,989
|
+6%
|
|
|
3
|
|
US$2.96億
|
+US$1510萬
|
+308,409
|
+5%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
US$2.68億
|
-US$225萬
|
-45,861
|
-0.8%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
US$2.28億
|
+US$1447萬
|
+295,589
|
+7%
|
|
|
6
|
|
US$1.63億
|
+US$886萬
|
+180,936
|
+6%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
US$1.17億
|
+US$598萬
|
+122,028
|
+5%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
US$1.14億
|
+US$619萬
|
+126,491
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$9232萬
|
-US$1500萬
|
-306,401
|
-14%
|
|
|
10
|
|
US$8981萬
|
+US$403萬
|
+82,217
|
+5%
|
|
|
11
|
Perella Weinberg Partners Capital Management
New York
|
US$8264萬
|
-US$5211萬
|
-1,064,165
|
-39%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
US$7618萬
|
-US$1986萬
|
-405,588
|
-21%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
US$7356萬
|
+US$36.7萬
|
+7,497
|
+0.5%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$6915萬
|
+US$309萬
|
+63,182
|
+5%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
US$6762萬
|
+US$764萬
|
+155,994
|
+13%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
US$6381萬
|
-US$144萬
|
-29,385
|
-2%
|
|
|
17
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
US$6193萬
|
+US$6149萬
|
+1,255,606
|
新
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
US$4600萬
|
+US$4536萬
|
+926,349
|
+14,574%
|
|
|
19
|
Banco Santander
Madrid,
Spain
|
US$4395萬
|
-US$2.31萬
|
-472
|
-0.1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4227萬
|
-US$290萬
|
-59,265
|
-6%
|
|
|
21
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
US$3948萬
|
–
|
–
|
–
|
|
|
22
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
US$3094萬
|
+US$404萬
|
+82,582
|
+15%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$2988萬
|
+US$222萬
|
+45,279
|
+8%
|
|
|
24
|
Klingman & Associates
New York
|
US$2784萬
|
+US$292萬
|
+59,692
|
+12%
|
|
|
25
|
LPL Financial
San Diego,
California
|
US$2762萬
|
-US$365萬
|
-74,517
|
-12%
|
|
