|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$4727万
|
+$310万
|
+74,293
|
+7%
|
|
|
2
|
|
$4575万
|
-$1550万
|
-370,978
|
-26%
|
|
|
3
|
TIAA-CREF Individual & Institutional Services
New York
|
$3499万
|
-$274万
|
-65,650
|
-8%
|
|
|
4
|
Bank of New York Mellon
New York
|
$2714万
|
+$150万
|
+36,002
|
+6%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2452万
|
+$11.1万
|
+2,660
|
+0.5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1688万
|
+$3.89万
|
+931
|
+0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1236万
|
-$7.51万
|
-1,798
|
-0.6%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$1161万
|
-$1.43万
|
-343
|
-0.1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1157万
|
+$5.33万
|
+1,276
|
+0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$868万
|
+$38.7万
|
+9,272
|
+5%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$819万
|
+$88.6万
|
+21,208
|
+13%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$815万
|
+$30万
|
+7,171
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$802万
|
+$30.1万
|
+7,196
|
+4%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$716万
|
-$4.89万
|
-1,169
|
-0.7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$661万
|
-$6.77万
|
-1,619
|
-1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$473万
|
-$3,092
|
-74
|
-0.1%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$440万
|
+$1.78万
|
+426
|
+0.4%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$431万
|
+$31万
|
+7,410
|
+8%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$355万
|
–
|
–
|
–
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$277万
|
+$26.2万
|
+6,268
|
+11%
|
|
|
21
|
|
$221万
|
+$65.4万
|
+15,657
|
+45%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$205万
|
+$13.9万
|
+3,321
|
+8%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$192万
|
+$3.89万
|
+931
|
+2%
|
|
|
24
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$191万
|
+$183万
|
+43,887
|
新規
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$183万
|
+$176万
|
+42,020
|
新規
|
|
