|
1
|
|
$7.86億
|
-$387万
|
-88,859
|
-0.5%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.89億
|
+$320万
|
+73,314
|
+2%
|
|
|
3
|
Cresset Asset Management
Chicago,
Illinois
|
$1.31億
|
+$880万
|
+201,921
|
+7%
|
|
|
4
|
|
$1.22億
|
+$30.9万
|
+7,078
|
+0.3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.18億
|
+$448万
|
+102,640
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.11億
|
+$731万
|
+167,594
|
+7%
|
|
|
7
|
Glenview Trust
Louisville,
Kentucky
|
$1.07億
|
-$44.8万
|
-10,280
|
-0.4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.04億
|
+$2.36万
|
+541
|
+0%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$9042万
|
+$130万
|
+29,827
|
+1%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$7103万
|
-$883万
|
-202,489
|
-11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6136万
|
+$7.36万
|
+1,687
|
+0.1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5913万
|
+$141万
|
+32,366
|
+2%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$4446万
|
+$546万
|
+125,114
|
+14%
|
|
|
14
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4421万
|
-$284万
|
-65,073
|
-6%
|
|
|
15
|
Welch & Forbes
Boston,
Massachusetts
|
$4078万
|
-$255万
|
-58,470
|
-6%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$4061万
|
-$111万
|
-25,348
|
-3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$4045万
|
+$266万
|
+61,105
|
+7%
|
|
|
18
|
Disciplina Capital Management
Nashville,
Tennessee
|
$3993万
|
+$261万
|
+59,787
|
+7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3954万
|
+$162万
|
+37,133
|
+4%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$3322万
|
-$53.8万
|
-12,342
|
-2%
|
|
|
21
|
Lee Financial
Dallas,
Texas
|
$3017万
|
+$22.7万
|
+5,210
|
+0.8%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
$2216万
|
-$49.9万
|
-11,448
|
-2%
|
|
|
23
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2185万
|
+$122万
|
+27,986
|
+6%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$2147万
|
+$409万
|
+93,844
|
+23%
|
|
|
25
|
Vernal Point Advisors
San Francisco,
California
|
$1549万
|
+$255万
|
+58,478
|
+20%
|
|
