|
1
|
Bank of America
Charlotte,
North Carolina
|
$8674万
|
+$1257万
|
+198,770
|
+17%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$7615万
|
+$1106万
|
+174,919
|
+17%
|
|
|
3
|
|
$3795万
|
+$128万
|
+20,291
|
+4%
|
|
|
4
|
|
$3660万
|
+$258万
|
+40,769
|
+8%
|
|
|
5
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3133万
|
+$2236万
|
+353,615
|
+262%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3079万
|
-$57.6万
|
-9,116
|
-2%
|
|
|
7
|
|
$2781万
|
+$310万
|
+48,966
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2058万
|
+$683万
|
+108,013
|
+51%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1844万
|
+$284万
|
+44,904
|
+18%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1695万
|
–
|
–
|
–
|
|
|
11
|
|
$1593万
|
-$118万
|
-18,593
|
-7%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1554万
|
+$450万
|
+71,134
|
+42%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1469万
|
+$262万
|
+41,499
|
+22%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$1464万
|
+$1389万
|
+219,646
|
+2,528%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1393万
|
+$91.8万
|
+14,525
|
+7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$1324万
|
+$269万
|
+42,550
|
+26%
|
|
|
17
|
|
$1073万
|
-$1020万
|
-161,353
|
-49%
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$1009万
|
+$66万
|
+10,445
|
+7%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$973万
|
+$727万
|
+114,965
|
+312%
|
|
|
20
|
Highland Private Wealth Management
Bellevue,
Washington
|
$806万
|
+$112万
|
+17,770
|
+16%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$804万
|
+$476万
|
+75,212
|
+150%
|
|
|
22
|
Nottingham Advisors
Amherst,
New York
|
$758万
|
-$10.2万
|
-1,620
|
-1%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$651万
|
+$96.8万
|
+15,304
|
+18%
|
|
|
24
|
Howland Capital Management
Boston,
Massachusetts
|
$617万
|
+$609万
|
+96,258
|
新規
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$556万
|
+$26.8万
|
+4,234
|
+5%
|
|
