|
1
|
Fidelity Investments
Boston,
Massachusetts
|
US$5.35億
|
-US$2.25億
|
-4,746,465
|
-30%
|
|
|
2
|
|
US$3.17億
|
-US$2406萬
|
-508,007
|
-7%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
US$3.13億
|
-US$495萬
|
-104,439
|
-2%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
US$2.48億
|
+US$541萬
|
+114,300
|
+2%
|
|
|
5
|
|
US$2.24億
|
-US$3071萬
|
-648,379
|
-12%
|
|
|
6
|
Heritage Wealth Advisors
Richmond,
Virginia
|
US$2.14億
|
+US$758萬
|
+160,020
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$2.08億
|
-US$1379萬
|
-291,008
|
-6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
US$1.46億
|
+US$1080萬
|
+228,055
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.18億
|
+US$2646萬
|
+558,514
|
+29%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$1.17億
|
-US$2650萬
|
-559,380
|
-19%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$9221萬
|
+US$514萬
|
+108,507
|
+6%
|
|
|
12
|
|
US$9207萬
|
-US$41.8萬
|
-8,826
|
-0.5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
US$8762萬
|
-US$465萬
|
-98,200
|
-5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$8690萬
|
-US$6299萬
|
-1,329,709
|
-42%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
US$8268萬
|
+US$177萬
|
+37,283
|
+2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
US$7891萬
|
+US$1138萬
|
+240,207
|
+17%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
US$7483萬
|
-US$752萬
|
-158,736
|
-9%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
US$7387萬
|
+US$4389萬
|
+926,461
|
+147%
|
|
|
19
|
Klingman & Associates
New York
|
US$6921萬
|
+US$650萬
|
+137,239
|
+10%
|
|
|
20
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
US$6710萬
|
+US$6693萬
|
+1,413,005
|
新
|
|
|
21
|
Bank of New York Mellon
New York
|
US$6404萬
|
-US$50.3萬
|
-10,616
|
-0.8%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
US$6159萬
|
+US$3028萬
|
+639,201
|
+97%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
US$5899萬
|
-US$561萬
|
-118,383
|
-9%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$5797萬
|
+US$326萬
|
+68,768
|
+6%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
US$5747萬
|
-US$475萬
|
-100,200
|
-8%
|
|
