|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.18億
|
-$20.4万
|
-8,575
|
-0.2%
|
|
|
2
|
|
$1.17億
|
-$406万
|
-170,520
|
-4%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$7334万
|
+$146万
|
+61,345
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$4934万
|
+$362万
|
+152,370
|
+8%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4807万
|
+$164万
|
+68,810
|
+4%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$4100万
|
+$189万
|
+79,270
|
+5%
|
|
|
7
|
|
$3848万
|
+$424万
|
+178,325
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3393万
|
-$96万
|
-40,385
|
-3%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3258万
|
-$206万
|
-86,535
|
-6%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2749万
|
+$41.4万
|
+17,410
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2135万
|
+$146万
|
+61,295
|
+8%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1458万
|
-$11.8万
|
-4,950
|
-0.8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1383万
|
-$10.5万
|
-4,420
|
-0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1191万
|
+$39.6万
|
+16,645
|
+4%
|
|
|
15
|
Delphi Private Advisors
San Diego,
California
|
$1153万
|
-$17.3万
|
-7,265
|
-2%
|
|
|
16
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1058万
|
+$19万
|
+8,000
|
+2%
|
|
|
17
|
Estate Counselors
Thiensville,
Wisconsin
|
$1039万
|
+$985万
|
+414,350
|
新規
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$964万
|
+$914万
|
+384,410
|
新規
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$944万
|
-$28.6万
|
-12,005
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$863万
|
+$9.12万
|
+3,835
|
+1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$829万
|
+$22.5万
|
+9,465
|
+3%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$770万
|
+$11.2万
|
+4,720
|
+2%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$740万
|
+$6.56万
|
+2,760
|
+1%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$665万
|
-$67.8万
|
-28,490
|
-10%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$655万
|
+$7.34万
|
+3,085
|
+1%
|
|
