|
1
|
Cerity Partners OCIO
New York
|
$1.69億
|
+$1597万
|
+724,945
|
+10%
|
|
|
2
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$9616万
|
-$4585万
|
-2,081,388
|
-32%
|
|
|
3
|
|
$7466万
|
+$484万
|
+219,593
|
+7%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3773万
|
-$1799万
|
-816,541
|
-32%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3136万
|
+$27.6万
|
+12,529
|
+0.9%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$2725万
|
-$207万
|
-93,955
|
-7%
|
|
|
7
|
|
$2169万
|
-$4224万
|
-1,917,108
|
-66%
|
|
|
8
|
Gould Asset Management
Claremont,
California
|
$1637万
|
+$70万
|
+31,754
|
+4%
|
|
|
9
|
Tectonic Advisors
Frisco,
Texas
|
$1615万
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1511万
|
-$376万
|
-170,531
|
-20%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$1152万
|
-$656万
|
-297,843
|
-36%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1073万
|
+$20万
|
+9,060
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1018万
|
-$140万
|
-63,762
|
-12%
|
|
|
14
|
|
$1012万
|
+$47.1万
|
+21,391
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$909万
|
-$63.1万
|
-28,655
|
-6%
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
$833万
|
-$15.6万
|
-7,067
|
-2%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$781万
|
-$30.4万
|
-13,783
|
-4%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$695万
|
-$1.35万
|
-613
|
-0.2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$669万
|
-$28.3万
|
-12,848
|
-4%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$665万
|
-$12.7万
|
-5,778
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$655万
|
-$89.3万
|
-40,522
|
-12%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$520万
|
-$4.84万
|
-2,196
|
-0.9%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$510万
|
+$35.8万
|
+16,262
|
+7%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$506万
|
+$59.3万
|
+26,915
|
+13%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$483万
|
+$484万
|
+219,917
|
新規
|
|
