|
1
|
|
$4.98億
|
+$1862万
|
+619,968
|
+4%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.08億
|
+$217万
|
+72,246
|
+2%
|
|
|
3
|
|
$1.05億
|
-$58.3万
|
-19,414
|
-0.6%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$7541万
|
+$70.6万
|
+23,501
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6575万
|
+$195万
|
+64,792
|
+3%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$6312万
|
+$512万
|
+170,643
|
+9%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$5739万
|
+$79.2万
|
+26,372
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5232万
|
+$210万
|
+70,047
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4969万
|
-$309万
|
-102,943
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4230万
|
+$109万
|
+36,233
|
+3%
|
|
|
11
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$4172万
|
-$246万
|
-81,752
|
-6%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$4108万
|
+$4050万
|
+1,348,595
|
新規
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3848万
|
-$580万
|
-193,173
|
-13%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$3366万
|
-$13.1万
|
-4,371
|
-0.4%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3304万
|
+$113万
|
+37,493
|
+4%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$3040万
|
-$90万
|
-29,967
|
-3%
|
|
|
17
|
Arvest Trust
Bartlesville,
Oklahoma
|
$2789万
|
+$15.9万
|
+5,279
|
+0.6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$2528万
|
-$77.6万
|
-25,856
|
-3%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2515万
|
+$25.7万
|
+8,549
|
+1%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$2292万
|
-$1.11万
|
-370
|
-0%
|
|
|
21
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2224万
|
+$60.9万
|
+20,275
|
+3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1547万
|
+$95.5万
|
+31,817
|
+7%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$1395万
|
-$33.2万
|
-11,049
|
-2%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$1262万
|
+$245万
|
+81,537
|
+24%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1227万
|
+$13.7万
|
+4,547
|
+1%
|
|
