|
1
|
|
$3.65億
|
-$449万
|
-205,565
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.08億
|
+$474万
|
+217,010
|
+5%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$6548万
|
-$101万
|
-46,305
|
-2%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4365万
|
+$37.1万
|
+17,010
|
+0.9%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3932万
|
+$485万
|
+222,075
|
+15%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$3746万
|
+$279万
|
+127,665
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3281万
|
-$228万
|
-104,175
|
-7%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$3179万
|
+$84.8万
|
+38,820
|
+3%
|
|
|
9
|
|
$2921万
|
+$53.3万
|
+24,410
|
+2%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2422万
|
-$4.83万
|
-2,210
|
-0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1862万
|
+$185万
|
+84,710
|
+12%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1618万
|
-$23.2万
|
-10,625
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1536万
|
+$319万
|
+146,230
|
+28%
|
|
|
14
|
Delphi Private Advisors
San Diego,
California
|
$1190万
|
+$2.62万
|
+1,200
|
+0.2%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$1060万
|
-$4.88万
|
-2,235
|
-0.5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$946万
|
-$574万
|
-262,760
|
-39%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$926万
|
-$210万
|
-96,330
|
-19%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$888万
|
+$8.5万
|
+3,890
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$848万
|
+$13.7万
|
+6,265
|
+2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$812万
|
+$56.8万
|
+26,000
|
+8%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$737万
|
+$145万
|
+66,550
|
+27%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$665万
|
-$10.7万
|
-4,915
|
-2%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$633万
|
+$3,057
|
+140
|
+0.1%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$586万
|
-$55.7万
|
-25,500
|
-9%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$534万
|
-$256万
|
-117,115
|
-34%
|
|
