|
1
|
SEI Investments
Oaks,
Pennsylvania
|
US$3.93億
|
+US$1022萬
|
+212,449
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
US$3.25億
|
-US$3752萬
|
-780,181
|
-10%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
US$2.73億
|
+US$1195萬
|
+248,393
|
+5%
|
|
|
4
|
Cambridge Associates
Boston,
Massachusetts
|
US$2.41億
|
+US$1.69億
|
+3,508,043
|
+242%
|
|
|
5
|
Heritage Wealth Advisors
Richmond,
Virginia
|
US$2.34億
|
+US$675萬
|
+140,324
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$1.8億
|
-US$1020萬
|
-212,014
|
-5%
|
|
|
7
|
|
US$1.78億
|
-US$2387萬
|
-496,370
|
-12%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
US$1.6億
|
+US$490萬
|
+101,841
|
+3%
|
|
|
9
|
|
US$1.46億
|
-US$1607萬
|
-334,239
|
-10%
|
|
|
10
|
|
US$1.28億
|
+US$3649萬
|
+758,804
|
+40%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$1.17億
|
+US$907萬
|
+188,598
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.06億
|
-US$892萬
|
-185,496
|
-8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
US$9799萬
|
-US$344萬
|
-71,435
|
-3%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
US$8943萬
|
+US$557萬
|
+115,891
|
+7%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
US$8657萬
|
+US$29.8萬
|
+6,201
|
+0.3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
US$7434萬
|
-US$186萬
|
-38,712
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
US$7153萬
|
-US$573萬
|
-119,122
|
-7%
|
|
|
18
|
Satovsky Asset Management
New York
|
US$6962萬
|
+US$1578萬
|
+328,106
|
+30%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
US$6914萬
|
-US$424萬
|
-88,165
|
-6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
US$6301萬
|
+US$370萬
|
+77,015
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$6114萬
|
-US$920萬
|
-191,206
|
-13%
|
|
|
22
|
Klingman & Associates
New York
|
US$5592萬
|
-US$277萬
|
-57,610
|
-5%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
US$5191萬
|
+US$1624萬
|
+337,701
|
+46%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
US$5167萬
|
-US$855萬
|
-177,825
|
-14%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$4916萬
|
-US$190萬
|
-39,417
|
-4%
|
|
