|
1
|
Wells Fargo
San Francisco,
California
|
$3.93億
|
+$1052万
|
+186,458
|
+3%
|
|
|
2
|
|
$1.79億
|
+$1803万
|
+319,450
|
+12%
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.19億
|
+$74.5万
|
+13,194
|
+0.7%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.04億
|
+$290万
|
+51,324
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8907万
|
+$444万
|
+78,662
|
+5%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$5379万
|
+$5099万
|
+903,572
|
+10,605%
|
|
|
7
|
|
$4308万
|
+$1159万
|
+205,380
|
+39%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$4101万
|
-$962万
|
-170,426
|
-20%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3991万
|
+$3819万
|
+676,804
|
新規
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3557万
|
-$219万
|
-38,828
|
-6%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2206万
|
-$178万
|
-31,562
|
-8%
|
|
|
12
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1778万
|
+$31.4万
|
+5,570
|
+2%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$1705万
|
+$9,255
|
+164
|
+0.1%
|
|
|
14
|
Simply Money Advisors
Cincinnati,
Ohio
|
$1642万
|
+$32.9万
|
+5,836
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1592万
|
-$40.9万
|
-7,244
|
-3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1544万
|
+$101万
|
+17,868
|
+7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1501万
|
-$779万
|
-138,090
|
-35%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1429万
|
+$462万
|
+81,938
|
+51%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1422万
|
+$36.4万
|
+6,454
|
+3%
|
|
|
20
|
National Planning Corporation
El Segundo,
California
|
$1401万
|
+$1196万
|
+211,880
|
+617%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$1386万
|
+$399万
|
+70,692
|
+43%
|
|
|
22
|
City National Bank
Beverly Hills,
Delaware
|
$1343万
|
+$30.6万
|
+5,422
|
+2%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$1274万
|
-$769万
|
-136,236
|
-39%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1209万
|
-$32万
|
-5,666
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1138万
|
+$123万
|
+21,800
|
+13%
|
|
