|
1
|
|
$6.5億
|
+$174万
|
+47,488
|
+0.3%
|
|
|
2
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.44億
|
+$474万
|
+129,664
|
+3%
|
|
|
3
|
|
$1.1億
|
-$321万
|
-87,648
|
-3%
|
|
|
4
|
Glenview Trust
Louisville,
Kentucky
|
$9725万
|
+$99.3万
|
+27,144
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8812万
|
+$442万
|
+120,834
|
+5%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$8467万
|
+$2.2万
|
+601
|
+0%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8444万
|
+$95.4万
|
+26,086
|
+1%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$7875万
|
+$117万
|
+31,960
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7149万
|
+$602万
|
+164,425
|
+9%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$7105万
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5585万
|
+$130万
|
+35,657
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5191万
|
-$241万
|
-65,794
|
-5%
|
|
|
13
|
Welch & Forbes
Boston,
Massachusetts
|
$3989万
|
-$4.76万
|
-1,302
|
-0.1%
|
|
|
14
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$3726万
|
+$3635万
|
+993,380
|
新規
|
|
|
15
|
L.J. Altfest & Co
New York
|
$3473万
|
-$108万
|
-29,557
|
-3%
|
|
|
16
|
Disciplina Capital Management
Nashville,
Tennessee
|
$3327万
|
+$944万
|
+257,995
|
+41%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$3259万
|
-$140万
|
-38,173
|
-4%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$2866万
|
+$521万
|
+142,472
|
+23%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$2835万
|
+$56.4万
|
+15,405
|
+2%
|
|
|
20
|
Lee Financial
Dallas,
Texas
|
$2760万
|
-$103万
|
-28,143
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2710万
|
+$1263万
|
+345,118
|
+91%
|
|
|
22
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2376万
|
-$1.28万
|
-350
|
-0.1%
|
|
|
23
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$1956万
|
-$22.5万
|
-6,139
|
-1%
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$1938万
|
-$21.5万
|
-5,880
|
-1%
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$1852万
|
–
|
–
|
–
|
|
