|
1
|
State Street
Boston,
Massachusetts
|
US$7289萬
|
+US$861萬
|
+159,918
|
+13%
|
|
|
2
|
|
US$5604萬
|
-US$360萬
|
-66,778
|
-6%
|
|
|
3
|
|
US$3988萬
|
-US$1989萬
|
-369,491
|
-33%
|
|
|
4
|
Panagora Asset Management
Boston,
Massachusetts
|
US$2601萬
|
+US$119萬
|
+22,037
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$1307萬
|
-US$38.9萬
|
-7,223
|
-3%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
US$1064萬
|
+US$1102萬
|
+204,630
|
新
|
|
|
7
|
LBJ Family Wealth Advisors
Austin,
Texas
|
US$556萬
|
+US$575萬
|
+106,788
|
新
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
US$404萬
|
+US$8.19萬
|
+1,521
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
US$400萬
|
+US$93.9萬
|
+17,433
|
+29%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$331萬
|
–
|
–
|
–
|
|
|
11
|
|
US$263萬
|
+US$272萬
|
+50,565
|
新
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
US$234萬
|
+US$242萬
|
+44,942
|
新
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$205萬
|
-US$9.37萬
|
-1,741
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
US$203萬
|
+US$38.3萬
|
+7,116
|
+22%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
US$196萬
|
-US$12.1萬
|
-2,250
|
-6%
|
|
|
16
|
Stellar Capital Management
Phoenix,
Arizona
|
US$156萬
|
+US$161萬
|
+29,926
|
新
|
|
|
17
|
Bluefin Capital Management
New York
|
US$153萬
|
+US$159萬
|
+29,498
|
新
|
|
|
18
|
|
US$146萬
|
+US$3.22萬
|
+599
|
+2%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
US$121萬
|
-US$23.9萬
|
-4,438
|
-16%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
US$101萬
|
+US$104萬
|
+19,360
|
新
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$98.5萬
|
-US$131萬
|
-24,387
|
-56%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
US$97.1萬
|
-US$3,446
|
-64
|
-0.3%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
US$85.7萬
|
-US$71.4萬
|
-13,255
|
-45%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$85.4萬
|
-US$6.05萬
|
-1,124
|
-6%
|
|
|
25
|
Cambria Investment Management
Manhattan Beach,
California
|
US$82萬
|
-US$2,369
|
-44
|
-0.3%
|
|
