|
1
|
Bank of America
Charlotte,
North Carolina
|
US$8887萬
|
+US$748萬
|
+140,043
|
+9%
|
|
|
2
|
Homrich & Berg
Atlanta,
Georgia
|
US$6078萬
|
+US$5980萬
|
+1,119,494
|
新
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
US$5834萬
|
-US$255萬
|
-47,819
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$5569萬
|
-US$3624萬
|
-678,403
|
-40%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$4961萬
|
+US$100萬
|
+18,806
|
+2%
|
|
|
6
|
Parkwood LLC
Cleveland,
Ohio
|
US$4814萬
|
-US$861萬
|
-161,274
|
-15%
|
|
|
7
|
Simon Charitable Public
Cleveland,
Ohio
|
US$4481萬
|
+US$1542萬
|
+288,751
|
+54%
|
|
|
8
|
|
US$3951萬
|
+US$391萬
|
+73,113
|
+11%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$3646萬
|
+US$380萬
|
+71,169
|
+12%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
US$3342萬
|
+US$3290萬
|
+615,874
|
新
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$2569萬
|
+US$86.3萬
|
+16,157
|
+4%
|
|
|
12
|
American Economic Planning Group
Warren,
New Jersey
|
US$2516萬
|
+US$7.35萬
|
+1,376
|
+0.3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
US$2475萬
|
-US$24.5萬
|
-4,596
|
-1%
|
|
|
14
|
Natixis Advisors
Boston,
Massachusetts
|
US$2457萬
|
+US$198萬
|
+36,995
|
+9%
|
|
|
15
|
|
US$1441萬
|
-US$12萬
|
-2,244
|
-0.8%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
US$1342萬
|
+US$2.03萬
|
+380
|
+0.2%
|
|
|
17
|
|
US$1059萬
|
+US$95.6萬
|
+17,900
|
+10%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$1003萬
|
+US$8.4萬
|
+1,572
|
+0.9%
|
|
|
19
|
WBH Advisory
Baltimore,
Maryland
|
US$765萬
|
+US$65.4萬
|
+12,249
|
+10%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$690萬
|
+US$136萬
|
+25,448
|
+25%
|
|
|
21
|
|
US$559萬
|
-US$368萬
|
-68,837
|
-40%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$528萬
|
+US$333萬
|
+62,400
|
+180%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
US$454萬
|
+US$94.3萬
|
+17,653
|
+27%
|
|
|
24
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
US$430萬
|
+US$185萬
|
+34,700
|
+78%
|
|
|
25
|
IRON Financial
Northbrook,
Illinois
|
US$419萬
|
+US$5.85萬
|
+1,095
|
+1%
|
|
