|
1
|
Bank of America
Charlotte,
North Carolina
|
$9584万
|
-$328万
|
-186,495
|
-4%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$5610万
|
+$155万
|
+88,245
|
+3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3795万
|
-$1014万
|
-577,055
|
-22%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3280万
|
+$532万
|
+302,530
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2918万
|
+$340万
|
+193,680
|
+14%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$2914万
|
+$6.12万
|
+3,485
|
+0.2%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2874万
|
+$111万
|
+63,365
|
+4%
|
|
|
8
|
|
$2413万
|
-$924万
|
-525,670
|
-29%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1839万
|
+$255万
|
+145,065
|
+17%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$1804万
|
+$218万
|
+124,200
|
+15%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1361万
|
-$9.8万
|
-5,550
|
-0.8%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1240万
|
-$3.79万
|
-2,155
|
-0.3%
|
|
|
13
|
Delphi Private Advisors
San Diego,
California
|
$1213万
|
-$19.4万
|
-11,065
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1190万
|
+$30.4万
|
+17,295
|
+3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$998万
|
-$599万
|
-340,840
|
-39%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
$907万
|
-$310万
|
-176,555
|
-27%
|
|
|
17
|
|
$715万
|
-$8.04万
|
-4,575
|
-1%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$696万
|
+$36.1万
|
+20,515
|
+6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$693万
|
+$97.3万
|
+55,370
|
+18%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$648万
|
+$108万
|
+61,550
|
+22%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$646万
|
-$47.5万
|
-27,040
|
-7%
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$621万
|
-$63万
|
-35,855
|
-10%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$544万
|
+$19.5万
|
+11,115
|
+4%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$527万
|
+$38.7万
|
+22,035
|
+9%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$474万
|
-$207万
|
-117,770
|
-32%
|
|
