|
1
|
|
$3486万
|
-$599万
|
-135,636
|
-15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1924万
|
+$89.1万
|
+20,200
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1654万
|
+$84万
|
+19,027
|
+6%
|
|
|
4
|
|
$1591万
|
+$456万
|
+103,268
|
+126%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$1576万
|
-$78.3万
|
-17,740
|
-5%
|
|
|
6
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1198万
|
-$1368万
|
-309,950
|
-54%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1096万
|
-$368万
|
-83,339
|
-26%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$979万
|
+$833万
|
+188,846
|
+756%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$967万
|
+$70.8万
|
+16,051
|
+8%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$948万
|
+$153万
|
+34,616
|
+20%
|
|
|
11
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$891万
|
+$30.5万
|
+6,911
|
+4%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$721万
|
+$580万
|
+131,461
|
+506%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$604万
|
+$146万
|
+33,198
|
+34%
|
|
|
14
|
Stringer Asset Management
Memphis,
Tennessee
|
$599万
|
+$577万
|
+130,793
|
新規
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$366万
|
+$92.6万
|
+20,988
|
+36%
|
|
|
16
|
Courier Capital
Buffalo,
New York
|
$324万
|
+$22.7万
|
+5,154
|
+8%
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$285万
|
-$9.49万
|
-2,150
|
-3%
|
|
|
18
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$278万
|
+$5.16万
|
+1,170
|
+2%
|
|
|
19
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$274万
|
+$6.44万
|
+1,460
|
+3%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$264万
|
–
|
–
|
–
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$219万
|
+$135万
|
+30,677
|
+179%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$213万
|
-$72.5万
|
-16,429
|
-26%
|
|
|
23
|
Veritable
Wilmington,
Delaware
|
$192万
|
-$59.9万
|
-13,570
|
-25%
|
|
|
24
|
|
$185万
|
-$331万
|
-74,911
|
-65%
|
|
|
25
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$174万
|
+$143万
|
+32,519
|
+595%
|
|
