|
1
|
|
$3.38億
|
+$3.22億
|
+15,599,745
|
+3,571%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9444万
|
-$663万
|
-321,205
|
-7%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$6083万
|
-$134万
|
-65,170
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3954万
|
-$201万
|
-97,445
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3219万
|
-$219万
|
-106,370
|
-7%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$3156万
|
-$140万
|
-67,650
|
-4%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3126万
|
-$449万
|
-217,735
|
-13%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$2824万
|
+$423万
|
+204,845
|
+18%
|
|
|
9
|
|
$2618万
|
+$37.2万
|
+18,035
|
+1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2219万
|
+$98.6万
|
+47,790
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1524万
|
-$1098万
|
-532,085
|
-42%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1502万
|
-$3.19万
|
-1,545
|
-0.2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1419万
|
-$102万
|
-49,655
|
-7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1093万
|
+$174万
|
+84,370
|
+19%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
$1086万
|
-$47.5万
|
-23,005
|
-4%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1050万
|
-$246万
|
-119,345
|
-19%
|
|
|
17
|
Kinsight LLC
Birmingham,
Alabama
|
$974万
|
-$20.5万
|
-9,940
|
-2%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$804万
|
+$4.89万
|
+2,370
|
+0.6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$762万
|
-$5.16万
|
-2,500
|
-0.7%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$735万
|
+$258万
|
+125,290
|
+56%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$687万
|
-$72.5万
|
-35,145
|
-10%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$619万
|
+$16.6万
|
+8,040
|
+3%
|
|
|
23
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$590万
|
-$92.9万
|
-45,045
|
-14%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$579万
|
-$3.04万
|
-1,475
|
-0.5%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$524万
|
+$722
|
+35
|
+0%
|
|
