|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$3121万
|
-$81.1万
|
-19,270
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2320万
|
+$296万
|
+70,414
|
+16%
|
|
|
3
|
|
$1835万
|
+$207万
|
+49,126
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1744万
|
-$94.2万
|
-22,371
|
-5%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$1341万
|
-$9.7万
|
-2,314
|
-0.8%
|
|
|
6
|
Pictet Asset Management
Carouge,
Switzerland
|
$1129万
|
-$55.6万
|
-13,210
|
-5%
|
|
|
7
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$956万
|
+$120万
|
+28,469
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$605万
|
+$3.11万
|
+739
|
+0.5%
|
|
|
9
|
Friedenthal Financial
Marlton,
New Jersey
|
$599万
|
-$11.7万
|
-2,782
|
-2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$529万
|
+$7.59万
|
+1,803
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$485万
|
+$11.6万
|
+2,751
|
+3%
|
|
|
12
|
Kingswood Wealth Advisors
San Diego,
California
|
$354万
|
+$6.03万
|
+1,432
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$348万
|
-$78.1万
|
-18,568
|
-19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$330万
|
+$25.8万
|
+6,134
|
+9%
|
|
|
15
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$260万
|
-$1.42万
|
-337
|
-0.6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$181万
|
-$1.9万
|
-452
|
-1%
|
|
|
17
|
Scotia Capital
Toronto,
Ontario, Canada
|
$180万
|
+$169万
|
+40,224
|
新規
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$157万
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$141万
|
+$19.7万
|
+4,670
|
+17%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$135万
|
+$88.9万
|
+21,131
|
+232%
|
|
|
21
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$100万
|
+$13.9万
|
+3,298
|
+17%
|
|
|
22
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$77.1万
|
-$1.82万
|
-432
|
-2%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
$71万
|
-$1.83万
|
-435
|
-3%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$68.2万
|
+$22.2万
|
+5,270
|
+53%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$64.2万
|
+$60.4万
|
+14,359
|
新規
|
|
