|
1
|
|
$5.65億
|
+$1.46億
|
+2,985,750
|
+30%
|
|
|
2
|
|
$5.12億
|
-$4850万
|
-988,763
|
-8%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.49億
|
-$9240万
|
-1,883,498
|
-25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.47億
|
+$4024万
|
+820,291
|
+17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.34億
|
-$4757万
|
-969,719
|
-15%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.15億
|
+$1135万
|
+231,413
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91億
|
+$306万
|
+62,290
|
+1%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$1.09億
|
-$1.39億
|
-2,839,770
|
-53%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$7887万
|
+$276万
|
+56,166
|
+3%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6236万
|
+$666万
|
+135,717
|
+10%
|
|
|
11
|
Appaloosa LP
Short Hills,
New Jersey
|
$6169万
|
+$6933万
|
+1,413,374
|
新規
|
|
|
12
|
Allen Investment Management
New York
|
$5438万
|
+$3812万
|
+777,113
|
+166%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4321万
|
+$33.9万
|
+6,909
|
+0.8%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3908万
|
-$1855万
|
-378,174
|
-30%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$3543万
|
+$1905万
|
+388,421
|
+92%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3507万
|
-$909万
|
-185,245
|
-19%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$2924万
|
+$2845万
|
+579,949
|
+646%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$2788万
|
-$150万
|
-30,498
|
-5%
|
|
|
19
|
Carlson Capital
Dallas,
Texas
|
$2736万
|
+$3075万
|
+626,780
|
新規
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2446万
|
-$204万
|
-41,603
|
-7%
|
|
|
21
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2297万
|
+$1709万
|
+348,301
|
+196%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2159万
|
+$499万
|
+101,772
|
+26%
|
|
|
23
|
Fidelity International
Hamilton,
Bermuda
|
$2150万
|
-$3465万
|
-706,311
|
-59%
|
|
|
24
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$2076万
|
+$2314万
|
+471,750
|
+12,333%
|
|
|
25
|
|
$2018万
|
+$859万
|
+175,096
|
+61%
|
|
