|
1
|
Veritable
Wilmington,
Delaware
|
$1385万
|
-$93.9万
|
-15,913
|
-7%
|
|
|
2
|
|
$1266万
|
+$144万
|
+24,474
|
+14%
|
|
|
3
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1178万
|
+$1116万
|
+189,218
|
新規
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$984万
|
-$10.8万
|
-1,837
|
-1%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$551万
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$542万
|
-$31.3万
|
-5,299
|
-6%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$535万
|
-$93.2万
|
-15,795
|
-16%
|
|
|
8
|
Baring Asset Management
London,
United Kingdom
|
$448万
|
+$425万
|
+72,025
|
新規
|
|
|
9
|
Parsec Financial Management
Asheville,
North Carolina
|
$432万
|
-$16.1万
|
-2,734
|
-4%
|
|
|
10
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$407万
|
-$18万
|
-3,045
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$368万
|
+$243万
|
+41,206
|
+231%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$364万
|
+$4.11万
|
+697
|
+1%
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$315万
|
+$298万
|
+50,585
|
新規
|
|
|
14
|
LPL Financial
San Diego,
California
|
$275万
|
-$75.8万
|
-12,847
|
-22%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$240万
|
+$227万
|
+38,503
|
新規
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$230万
|
–
|
–
|
–
|
|
|
17
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$204万
|
+$193万
|
+32,722
|
新規
|
|
|
18
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$175万
|
-$4,836
|
-82
|
-0.3%
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
$170万
|
+$3,893
|
+66
|
+0.2%
|
|
|
20
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$164万
|
+$155万
|
+26,335
|
新規
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$147万
|
+$13.1万
|
+2,218
|
+10%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$143万
|
+$12.3万
|
+2,093
|
+10%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$106万
|
+$63.3万
|
+10,735
|
+169%
|
|
|
24
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$104万
|
+$98.5万
|
+16,700
|
新規
|
|
|
25
|
SG Americas Securities
New York
|
$95.7万
|
–
|
–
|
–
|
|
