|
1
|
Bank of America
Charlotte,
North Carolina
|
US$8186萬
|
-US$127萬
|
-6,862
|
-2%
|
|
|
2
|
|
US$5625萬
|
+US$1656萬
|
+89,712
|
+45%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
US$3996萬
|
-US$125萬
|
-6,754
|
-3%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
US$2350萬
|
-US$64.5萬
|
-3,497
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$2304萬
|
+US$14.7萬
|
+795
|
+0.7%
|
|
|
6
|
Equitable Holdings
New York
|
US$1929萬
|
+US$497萬
|
+26,939
|
+38%
|
|
|
7
|
Quest Investment Management
Lake Oswego,
Oregon
|
US$1908萬
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
US$1864萬
|
+US$104萬
|
+5,659
|
+6%
|
|
|
9
|
Rockefeller Capital Management
New York
|
US$1687萬
|
-US$84.1萬
|
-4,559
|
-5%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
US$1664萬
|
+US$847萬
|
+45,892
|
+100%
|
|
|
11
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
US$1607萬
|
-US$26.9萬
|
-1,456
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
US$1340萬
|
-US$129萬
|
-7,006
|
-9%
|
|
|
13
|
First American Trust
Santa Ana,
California
|
US$1312萬
|
+US$223萬
|
+12,086
|
+22%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1162萬
|
-US$24.3萬
|
-1,315
|
-2%
|
|
|
15
|
WestHill Financial Advisors
San Rafael,
California
|
US$1133萬
|
-US$5.09萬
|
-276
|
-0.5%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
US$1090萬
|
+US$130萬
|
+7,034
|
+14%
|
|
|
17
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
US$980萬
|
-US$2.25萬
|
-122
|
-0.2%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
US$912萬
|
-US$21.4萬
|
-1,160
|
-2%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
US$837萬
|
-US$9.7萬
|
-528
|
-1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
US$818萬
|
+US$60.9萬
|
+3,298
|
+9%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$741萬
|
+US$7.77萬
|
+421
|
+1%
|
|
|
22
|
|
US$661萬
|
+US$48萬
|
+2,601
|
+8%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$631萬
|
-US$24.7萬
|
-1,337
|
-4%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
US$564萬
|
-US$1.24萬
|
-67
|
-0.2%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
US$513萬
|
–
|
–
|
–
|
|
