|
1
|
Brown Brothers Harriman & Co
New York
|
$4.73億
|
-$1302万
|
-786,591
|
-3%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1143万
|
-$3.68万
|
-2,222
|
-0.3%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$510万
|
-$4.9万
|
-2,963
|
-1%
|
|
|
4
|
Black Diamond Financial
Towson,
Maryland
|
$118万
|
–
|
–
|
–
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$81.5万
|
–
|
–
|
–
|
|
|
6
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$76.3万
|
–
|
–
|
–
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$73.2万
|
+$48.4万
|
+29,278
|
+229%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$66.8万
|
+$26.2万
|
+15,828
|
+70%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64万
|
+$2,714
|
+164
|
+0.4%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$63.6万
|
-$1.99万
|
-1,200
|
-3%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$61.5万
|
-$9.32万
|
-5,632
|
-14%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$58.7万
|
–
|
–
|
–
|
|
|
13
|
GoalVest Advisory
New York
|
$38.8万
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$37万
|
+$35.2万
|
+21,268
|
新規
|
|
|
15
|
Simon Quick Advisors
Morristown,
New Jersey
|
$31.7万
|
–
|
–
|
–
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$30.6万
|
–
|
–
|
–
|
|
|
17
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$29万
|
-$1.84万
|
-1,115
|
-6%
|
|
|
18
|
Diversified Trust
Memphis,
Tennessee
|
$28.1万
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$19.1万
|
+$1.29万
|
+782
|
+8%
|
|
|
20
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$19.1万
|
–
|
–
|
–
|
|
|
21
|
Blue Trust Inc
Alpharetta,
Georgia
|
$17.5万
|
+$16.6万
|
+10,033
|
新規
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.5万
|
-$2.38万
|
-1,440
|
-19%
|
|
|
23
|
|
$7.8万
|
+$7.5万
|
+4,534
|
新規
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$1.4万
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.08万
|
+$612
|
+37
|
+6%
|
|
