|
1
|
Bank of America
Charlotte,
North Carolina
|
$9343万
|
-$534万
|
-277,325
|
-5%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$5743万
|
-$41.5万
|
-21,530
|
-0.7%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3840万
|
-$72.9万
|
-37,835
|
-2%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3310万
|
+$342万
|
+177,700
|
+12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3178万
|
-$202万
|
-104,920
|
-6%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$3045万
|
+$39.7万
|
+20,605
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2442万
|
-$562万
|
-291,475
|
-19%
|
|
|
8
|
|
$2382万
|
-$105万
|
-54,250
|
-4%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$2171万
|
+$345万
|
+178,965
|
+19%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1956万
|
+$58.3万
|
+30,245
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1406万
|
+$178万
|
+92,160
|
+15%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1389万
|
-$14万
|
-7,290
|
-1%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1202万
|
-$75.9万
|
-39,375
|
-6%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
$1047万
|
-$202万
|
-104,900
|
-16%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$918万
|
-$16.7万
|
-8,690
|
-2%
|
|
|
16
|
|
$850万
|
+$112万
|
+58,050
|
+15%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$844万
|
+$174万
|
+90,305
|
+26%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$738万
|
+$19.4万
|
+10,045
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$708万
|
+$41.2万
|
+21,385
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$703万
|
-$11.7万
|
-6,055
|
-2%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$632万
|
-$8.14万
|
-4,225
|
-1%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$555万
|
-$5.61万
|
-2,910
|
-1%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$537万
|
-$6.18万
|
-3,210
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$486万
|
-$562万
|
-291,590
|
-54%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$434万
|
-$1.74万
|
-905
|
-0.4%
|
|
