|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$2272万
|
-$76.8万
|
-30,960
|
-3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1303万
|
-$47.9万
|
-19,308
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1192万
|
-$146万
|
-58,940
|
-10%
|
|
|
4
|
|
$1050万
|
+$753万
|
+303,676
|
+185%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$942万
|
+$42万
|
+16,935
|
+4%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$558万
|
-$15.1万
|
-6,090
|
-2%
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$351万
|
+$388万
|
+156,586
|
新規
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$335万
|
-$286万
|
-115,335
|
-44%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$286万
|
-$18.9万
|
-7,621
|
-6%
|
|
|
10
|
Old Port Advisors
Portland,
Maine
|
$276万
|
+$23.8万
|
+9,580
|
+8%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$274万
|
+$10.3万
|
+4,160
|
+4%
|
|
|
12
|
|
$271万
|
+$37万
|
+14,919
|
+14%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$253万
|
-$2.33万
|
-938
|
-0.8%
|
|
|
14
|
|
$232万
|
+$19.2万
|
+7,742
|
+8%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$192万
|
+$2.01万
|
+811
|
+1%
|
|
|
16
|
Castle Wealth Management
West Palm Beach,
Florida
|
$188万
|
+$208万
|
+83,835
|
新規
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$140万
|
-$23.3万
|
-9,415
|
-13%
|
|
|
18
|
Maryland Capital Advisors
Chester,
Maryland
|
$114万
|
+$114万
|
+45,961
|
+924%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$111万
|
-$2.64万
|
-1,066
|
-2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$100万
|
+$2.73万
|
+1,101
|
+3%
|
|
|
21
|
Agilis Partners
Waltham,
Massachusetts
|
$90.5万
|
–
|
–
|
–
|
|
|
22
|
|
$88.5万
|
-$71.3万
|
-28,757
|
-42%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$84万
|
-$12.5万
|
-5,053
|
-12%
|
|
|
24
|
|
$78.4万
|
+$9.03万
|
+3,640
|
+12%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$77.8万
|
–
|
–
|
–
|
|
