|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$5675万
|
-$97.3万
|
-12,777
|
-2%
|
|
|
2
|
Wealth Architects
Mountain View,
California
|
$4970万
|
+$28.7万
|
+3,773
|
+0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4077万
|
+$263万
|
+34,592
|
+7%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$2495万
|
+$35.7万
|
+4,695
|
+1%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1931万
|
–
|
–
|
–
|
|
|
6
|
|
$1871万
|
+$1881万
|
+247,119
|
新規
|
|
|
7
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$1424万
|
-$30.1万
|
-3,948
|
-2%
|
|
|
8
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$1176万
|
+$30.7万
|
+4,033
|
+3%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$1155万
|
-$26.5万
|
-3,478
|
-2%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$1077万
|
–
|
–
|
–
|
|
|
11
|
|
$910万
|
-$128万
|
-16,771
|
-12%
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$701万
|
+$20.8万
|
+2,726
|
+3%
|
|
|
13
|
Citizens Financial Group
Providence,
Rhode Island
|
$670万
|
+$114万
|
+15,002
|
+20%
|
|
|
14
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$652万
|
-$77万
|
-10,110
|
-11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$643万
|
+$72.9万
|
+9,581
|
+13%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$617万
|
+$31.4万
|
+4,121
|
+5%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$582万
|
+$57.5万
|
+7,557
|
+11%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$580万
|
+$140万
|
+18,376
|
+32%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$547万
|
+$550万
|
+72,256
|
新規
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$529万
|
-$8.57万
|
-1,126
|
-2%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$524万
|
+$51.2万
|
+6,727
|
+11%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$434万
|
+$100万
|
+13,116
|
+30%
|
|
|
23
|
Oxford Financial Group
Carmel,
Indiana
|
$407万
|
-$4.28万
|
-562
|
-1%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$407万
|
+$62.4万
|
+8,199
|
+18%
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$404万
|
-$22.4万
|
-2,946
|
-5%
|
|
