|
1
|
Bank of America
Charlotte,
North Carolina
|
$220万
|
-$4.19万
|
-2,000
|
-2%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$196万
|
–
|
–
|
–
|
|
|
3
|
|
$176万
|
-$3.14万
|
-1,500
|
-2%
|
|
|
4
|
M&R Capital Management
Summit,
New Jersey
|
$102万
|
–
|
–
|
–
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$99.3万
|
+$6,326
|
+302
|
+0.6%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$89.2万
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$87.2万
|
+$670
|
+32
|
+0.1%
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$86万
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$78.8万
|
-$11万
|
-5,234
|
-12%
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$75.1万
|
-$9,845
|
-470
|
-1%
|
|
|
11
|
Acadian Asset Management
Boston,
Massachusetts
|
$71.1万
|
+$33.5万
|
+16,001
|
+88%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$66万
|
+$25.8万
|
+12,300
|
+63%
|
|
|
13
|
|
$57.1万
|
-$15.7万
|
-7,500
|
-21%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$54万
|
+$54.4万
|
+25,986
|
新規
|
|
|
15
|
Chicago Trust
Grayslake,
Illinois
|
$52.8万
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$51.6万
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$49.7万
|
+$45.6万
|
+21,789
|
+1,013%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$49.4万
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.6万
|
-$3.98万
|
-1,900
|
-9%
|
|
|
20
|
American Asset Management
Boca Raton,
Florida
|
$35.7万
|
–
|
–
|
–
|
|
|
21
|
Fusion Family Wealth
Woodbury,
New York
|
$35.7万
|
–
|
–
|
–
|
|
|
22
|
Geneva Advisors
Chicago,
Illinois
|
$33.7万
|
+$34万
|
+16,249
|
新規
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$32.6万
|
–
|
–
|
–
|
|
|
24
|
Edge Wealth Management
New York
|
$27.2万
|
–
|
–
|
–
|
|
|
25
|
Cowen Prime Advisors
New York
|
$26.8万
|
–
|
–
|
–
|
|
