|
1
|
|
$4477万
|
+$4752万
|
+972,897
|
新規
|
|
|
2
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2104万
|
+$2234万
|
+457,302
|
新規
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1533万
|
+$1627万
|
+333,062
|
新規
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$839万
|
+$890万
|
+182,233
|
新規
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$827万
|
+$878万
|
+179,717
|
新規
|
|
|
6
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$706万
|
+$750万
|
+153,457
|
新規
|
|
|
7
|
|
$546万
|
+$579万
|
+118,585
|
新規
|
|
|
8
|
|
$540万
|
+$574万
|
+117,443
|
新規
|
|
|
9
|
Veritable
Wilmington,
Delaware
|
$481万
|
+$511万
|
+104,525
|
新規
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$429万
|
+$455万
|
+93,132
|
新規
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$246万
|
+$261万
|
+53,349
|
新規
|
|
|
12
|
Courier Capital
Buffalo,
New York
|
$206万
|
+$219万
|
+44,808
|
新規
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$191万
|
+$203万
|
+41,506
|
新規
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$168万
|
+$179万
|
+36,572
|
新規
|
|
|
15
|
LPL Financial
San Diego,
California
|
$156万
|
+$165万
|
+33,804
|
新規
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$148万
|
+$158万
|
+32,251
|
新規
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$118万
|
+$125万
|
+25,548
|
新規
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$104万
|
+$110万
|
+22,612
|
新規
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$91.4万
|
+$97万
|
+19,856
|
新規
|
|
|
20
|
Tower Trust
Fort Wayne,
Indiana
|
$86.6万
|
+$92万
|
+18,835
|
新規
|
|
|
21
|
Morningstar Investment Services
Chicago,
Illinois
|
$84.8万
|
+$90万
|
+18,419
|
新規
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$70.8万
|
+$75.1万
|
+15,378
|
新規
|
|
|
23
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$62.5万
|
+$66.4万
|
+13,584
|
新規
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$58万
|
+$61.6万
|
+12,612
|
新規
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.9万
|
+$54万
|
+11,058
|
新規
|
|
