|
1
|
|
$5.51億
|
+$151万
|
+46,789
|
+0.3%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.21億
|
+$134万
|
+41,565
|
+1%
|
|
|
3
|
|
$1.16億
|
+$27万
|
+8,380
|
+0.2%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$8409万
|
+$87.8万
|
+27,280
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7521万
|
+$257万
|
+79,940
|
+4%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$6883万
|
-$75.9万
|
-23,585
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6661万
|
+$852万
|
+264,961
|
+15%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$6596万
|
+$254万
|
+79,035
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5626万
|
+$139万
|
+43,229
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4921万
|
+$244万
|
+75,965
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4412万
|
+$160万
|
+49,832
|
+4%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$4309万
|
-$212万
|
-66,037
|
-5%
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$4177万
|
-$407万
|
-126,531
|
-9%
|
|
|
14
|
Welch & Forbes
Boston,
Massachusetts
|
$3684万
|
-$21.8万
|
-6,764
|
-0.6%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3605万
|
-$37.1万
|
-11,537
|
-1%
|
|
|
16
|
L.J. Altfest & Co
New York
|
$3279万
|
-$71.2万
|
-22,143
|
-2%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$2779万
|
+$4.51万
|
+1,401
|
+0.2%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$2708万
|
-$77.5万
|
-24,088
|
-3%
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2604万
|
+$145万
|
+44,931
|
+6%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$2542万
|
+$12.8万
|
+3,993
|
+0.5%
|
|
|
21
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$2415万
|
+$2312万
|
+718,798
|
新規
|
|
|
22
|
Disciplina Capital Management
Nashville,
Tennessee
|
$1859万
|
+$1740万
|
+540,985
|
+4,413%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1795万
|
+$85.1万
|
+26,465
|
+5%
|
|
|
24
|
UMB Bank
Kansas City,
Missouri
|
$1459万
|
-$77万
|
-23,924
|
-5%
|
|
|
25
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1373万
|
+$24.2万
|
+7,526
|
+2%
|
|
