|
1
|
|
$4.43億
|
-$946万
|
-350,990
|
-2%
|
|
|
2
|
|
$1.02億
|
+$9946万
|
+3,691,443
|
新規
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$9429万
|
-$39万
|
-14,467
|
-0.4%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$6633万
|
+$144万
|
+53,407
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6270万
|
-$85万
|
-31,546
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5718万
|
-$143万
|
-52,946
|
-2%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$5571万
|
-$261万
|
-96,869
|
-5%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$5229万
|
+$146万
|
+54,354
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4726万
|
-$192万
|
-71,311
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4712万
|
-$146万
|
-54,146
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4685万
|
-$308万
|
-114,335
|
-6%
|
|
|
12
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$4003万
|
+$533万
|
+197,894
|
+16%
|
|
|
13
|
Perella Weinberg Partners Capital Management
New York
|
$3897万
|
-$6143万
|
-2,280,200
|
-62%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$3080万
|
-$33.6万
|
-12,462
|
-1%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2944万
|
+$28.7万
|
+10,634
|
+1%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$2861万
|
-$91.3万
|
-33,873
|
-3%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$2464万
|
-$22万
|
-8,163
|
-0.9%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$2399万
|
-$84.8万
|
-31,484
|
-4%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2142万
|
-$16.1万
|
-5,991
|
-0.8%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$2142万
|
-$25.2万
|
-9,362
|
-1%
|
|
|
21
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2027万
|
-$47.6万
|
-17,680
|
-2%
|
|
|
22
|
Disciplina Capital Management
Nashville,
Tennessee
|
$1747万
|
-$54万
|
-20,060
|
-3%
|
|
|
23
|
|
$1445万
|
+$674万
|
+250,222
|
+92%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$1393万
|
-$56.1万
|
-20,815
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1313万
|
-$59万
|
-21,910
|
-4%
|
|
