|
1
|
|
$3.3億
|
+$120万
|
+4,884
|
+0.4%
|
|
|
2
|
|
$5314万
|
+$17.2万
|
+697
|
+0.3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4195万
|
+$2432万
|
+98,664
|
+147%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$3104万
|
+$84.6万
|
+3,434
|
+3%
|
|
|
5
|
|
$2884万
|
+$123万
|
+5,000
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2678万
|
-$11.5万
|
-468
|
-0.4%
|
|
|
7
|
Investure LLC
Charlottesville,
Virginia
|
$2653万
|
+$17.5万
|
+712
|
+0.7%
|
|
|
8
|
AllianceBernstein
Nashville,
Tennessee
|
$1928万
|
+$317万
|
+12,856
|
+17%
|
|
|
9
|
|
$1461万
|
-$31.7万
|
-1,285
|
-2%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$1400万
|
+$202万
|
+8,199
|
+17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1233万
|
+$471万
|
+19,119
|
+65%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$896万
|
+$17.4万
|
+705
|
+2%
|
|
|
13
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$813万
|
+$22.4万
|
+908
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$765万
|
-$42.2万
|
-1,712
|
-5%
|
|
|
15
|
|
$563万
|
+$50.4万
|
+2,045
|
+10%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$458万
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$395万
|
+$9.9万
|
+401
|
+3%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$383万
|
+$111万
|
+4,509
|
+42%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$361万
|
+$986
|
+4
|
+0%
|
|
|
20
|
Wealthfront Advisers
Palo Alto,
California
|
$357万
|
+$3.35万
|
+136
|
+1%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$324万
|
-$92.6万
|
-3,758
|
-23%
|
|
|
22
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$323万
|
-$19.3万
|
-783
|
-6%
|
|
|
23
|
|
$320万
|
+$312万
|
+12,642
|
新規
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$319万
|
+$3.33万
|
+135
|
+1%
|
|
|
25
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$302万
|
+$13.2万
|
+535
|
+5%
|
|
