|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.13億
|
+$355万
|
+152,490
|
+3%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$6624万
|
+$11.8万
|
+5,075
|
+0.2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4320万
|
-$86.9万
|
-37,370
|
-2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$3926万
|
+$143万
|
+61,485
|
+4%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3642万
|
-$329万
|
-141,260
|
-8%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$3422万
|
+$212万
|
+91,275
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3343万
|
+$29.7万
|
+12,760
|
+0.9%
|
|
|
8
|
|
$3179万
|
+$230万
|
+98,770
|
+8%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2466万
|
+$19.2万
|
+8,275
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1806万
|
+$264万
|
+113,695
|
+17%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1754万
|
-$126万
|
-54,105
|
-7%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1369万
|
-$264万
|
-113,705
|
-16%
|
|
|
13
|
Delphi Private Advisors
San Diego,
California
|
$1092万
|
-$110万
|
-47,085
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$984万
|
+$28万
|
+12,040
|
+3%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$967万
|
-$104万
|
-44,600
|
-10%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$934万
|
+$37.3万
|
+16,015
|
+4%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$926万
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$905万
|
+$48.5万
|
+20,845
|
+6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$792万
|
-$28.3万
|
-12,170
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$722万
|
-$8.49万
|
-3,650
|
-1%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$674万
|
+$2.54万
|
+1,090
|
+0.4%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$663万
|
+$124万
|
+53,435
|
+23%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$616万
|
-$23.1万
|
-9,925
|
-4%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$595万
|
+$2.29万
|
+985
|
+0.4%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$537万
|
+$54.9万
|
+23,590
|
+11%
|
|
