|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.26億
|
-$1875万
|
-251,963
|
-4%
|
|
|
2
|
|
$5.15億
|
+$4766万
|
+640,475
|
+10%
|
|
|
3
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.18億
|
-$36.5万
|
-4,906
|
-0.1%
|
|
|
4
|
|
$3.55億
|
+$366万
|
+49,213
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.68億
|
-$333万
|
-44,695
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2億
|
+$3492万
|
+469,335
|
+22%
|
|
|
7
|
|
$1.96億
|
+$3568万
|
+479,577
|
+23%
|
|
|
8
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.68億
|
+$7537万
|
+1,012,918
|
+85%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.56億
|
+$3169万
|
+425,837
|
+26%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.44億
|
+$695万
|
+93,398
|
+5%
|
|
|
11
|
German American Bancorp
Jasper,
Indiana
|
$1.35億
|
+$737万
|
+99,029
|
+6%
|
|
|
12
|
|
$1.26億
|
+$1020万
|
+137,132
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.21億
|
+$4361万
|
+586,114
|
+58%
|
|
|
14
|
|
$1.12億
|
+$1.1億
|
+1,474,488
|
新規
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.05億
|
+$831万
|
+111,706
|
+9%
|
|
|
16
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.05億
|
-$251万
|
-33,708
|
-2%
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
$9831万
|
+$7.43万
|
+998
|
+0.1%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$8982万
|
+$8686万
|
+1,167,371
|
+9,132%
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8291万
|
+$38.3万
|
+5,151
|
+0.5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8057万
|
+$724万
|
+97,356
|
+10%
|
|
|
21
|
Calamos Wealth Management
Naperville,
Illinois
|
$7905万
|
+$37.6万
|
+5,057
|
+0.5%
|
|
|
22
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$7867万
|
+$3879万
|
+521,317
|
+102%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$7627万
|
+$509万
|
+68,435
|
+7%
|
|
|
24
|
Tompkins Financial
Ithaca,
New York
|
$7481万
|
+$1741万
|
+233,993
|
+31%
|
|
|
25
|
TLWM Financial
San Antonio,
Texas
|
$7172万
|
+$16.2万
|
+2,177
|
+0.2%
|
|
