|
1
|
|
$6.79億
|
-$1021万
|
-189,237
|
-1%
|
|
|
2
|
|
$5.32億
|
-$5813万
|
-1,077,681
|
-10%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.05億
|
+$951万
|
+176,297
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.38億
|
+$1710万
|
+317,013
|
+5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$2.85億
|
+$4303万
|
+797,722
|
+18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.58億
|
+$1631万
|
+302,286
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.51億
|
-$3243万
|
-601,289
|
-11%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3億
|
+$86.7万
|
+16,075
|
+0.4%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$9348万
|
+$190万
|
+35,264
|
+2%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6904万
|
+$322万
|
+59,708
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$6800万
|
+$117万
|
+21,746
|
+2%
|
|
|
12
|
Fidelity International
Hamilton,
Bermuda
|
$6402万
|
+$175万
|
+32,386
|
+3%
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$5962万
|
+$1668万
|
+309,286
|
+38%
|
|
|
14
|
Jordan Park Group
San Francisco,
California
|
$5962万
|
+$294万
|
+54,524
|
+5%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5805万
|
-$33万
|
-6,117
|
-1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5279万
|
-$10.4万
|
-1,922
|
-0.2%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4661万
|
+$244万
|
+45,154
|
+5%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$3727万
|
-$563万
|
-104,391
|
-13%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$3574万
|
-$154万
|
-28,502
|
-4%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$2945万
|
-$744万
|
-137,891
|
-20%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2943万
|
-$977万
|
-181,115
|
-25%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$2718万
|
+$259万
|
+48,034
|
+10%
|
|
|
23
|
Investment Partners
New Philadelphia,
Ohio
|
$2676万
|
–
|
–
|
–
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$2650万
|
+$2503万
|
+464,000
|
+1,439%
|
|
|
25
|
Allen Investment Management
New York
|
$2504万
|
+$1762万
|
+326,701
|
+230%
|
|
