|
1
|
Bank of America
Charlotte,
North Carolina
|
$9306万
|
-$1346万
|
-306,767
|
-13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$6640万
|
-$5298万
|
-1,207,249
|
-45%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2902万
|
+$71.8万
|
+16,353
|
+3%
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$2538万
|
+$204万
|
+46,543
|
+9%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$2288万
|
-$37万
|
-8,427
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2025万
|
+$273万
|
+62,247
|
+16%
|
|
|
7
|
JOYN Advisors
Atlanta,
Georgia
|
$1749万
|
+$1735万
|
+395,366
|
新規
|
|
|
8
|
Wealthquest
Cincinnati,
Ohio
|
$1584万
|
+$57.1万
|
+13,022
|
+4%
|
|
|
9
|
Parsec Financial Management
Asheville,
North Carolina
|
$1568万
|
+$286万
|
+65,193
|
+23%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1531万
|
+$118万
|
+26,950
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1457万
|
+$40万
|
+9,118
|
+3%
|
|
|
12
|
|
$1360万
|
-$97万
|
-22,115
|
-7%
|
|
|
13
|
Tompkins Financial
Ithaca,
New York
|
$1352万
|
-$3.21万
|
-731
|
-0.2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1345万
|
-$64.5万
|
-14,706
|
-5%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$1223万
|
+$68.4万
|
+15,580
|
+6%
|
|
|
16
|
|
$1153万
|
+$3.87万
|
+882
|
+0.3%
|
|
|
17
|
Parkwood LLC
Cleveland,
Ohio
|
$1135万
|
–
|
–
|
–
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1047万
|
+$53.4万
|
+12,168
|
+5%
|
|
|
19
|
|
$811万
|
+$229万
|
+52,213
|
+40%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$810万
|
+$14.1万
|
+3,208
|
+2%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$809万
|
+$41.5万
|
+9,464
|
+5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$724万
|
+$27.4万
|
+6,247
|
+4%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$670万
|
+$133万
|
+30,382
|
+25%
|
|
|
24
|
Stratford Consulting
Addison,
Texas
|
$642万
|
-$2.02万
|
-461
|
-0.3%
|
|
|
25
|
America First Investment Advisors
Omaha,
Nebraska
|
$634万
|
+$29.4万
|
+6,692
|
+5%
|
|
