|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
$470万
|
+$470万
|
+78,411
|
新規
|
|
|
2
|
World Asset Management
Detroit,
Michigan
|
$397万
|
+$30.5万
|
+5,081
|
+8%
|
|
|
3
|
Tocqueville Asset Management
New York
|
$215万
|
+$7.2万
|
+1,200
|
+3%
|
|
|
4
|
|
$132万
|
+$9.9万
|
+1,665
|
+8%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$118万
|
+$118万
|
+19,730
|
新規
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
$97.2万
|
–
|
–
|
–
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$35.3万
|
-$3,354
|
-40
|
-0.9%
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
$33.7万
|
–
|
–
|
–
|
|
|
9
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$30.3万
|
+$30.3万
|
+5,058
|
新規
|
|
|
10
|
|
$24万
|
+$24万
|
+4,000
|
新規
|
|
|
11
|
First Bankers Trust
Louisville,
Kentucky
|
$21万
|
–
|
–
|
–
|
|
|
12
|
Westport Resources Management
Westport,
Connecticut
|
$11.6万
|
-$1.78万
|
-300
|
-13%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3万
|
+$1.89万
|
+320
|
+169%
|
|
|
14
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$2.3万
|
–
|
–
|
–
|
|
|
15
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$1.8万
|
–
|
–
|
–
|
|
|
16
|
Estabrook Capital Management
New York
|
$1.6万
|
–
|
–
|
–
|
|
|
17
|
Edge Wealth Management
New York
|
$1.5万
|
–
|
–
|
–
|
|
|
18
|
Lenox Wealth Advisors
New York
|
$1.5万
|
–
|
–
|
–
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$1.5万
|
+$1.5万
|
+249
|
新規
|
|
|
20
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$8,000
|
+$8,000
|
+125
|
新規
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6,000
|
+$6,000
|
+95
|
新規
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$3,000
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2,000
|
–
|
–
|
–
|
|
|
24
|
Sonora Investment Management
Tucson,
Arizona
|
$1,800
|
–
|
–
|
–
|
|
|
25
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-$350万
|
-45,506
|
解消
|
|
