|
1
|
|
$1.43億
|
+$2196万
|
+859,140
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.23億
|
+$32.8万
|
+12,825
|
+0.3%
|
|
|
3
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$7566万
|
-$33.2万
|
-12,985
|
-0.4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$5400万
|
+$283万
|
+110,750
|
+6%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4789万
|
-$190万
|
-74,285
|
-4%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$4614万
|
+$356万
|
+139,405
|
+9%
|
|
|
7
|
|
$4112万
|
+$123万
|
+48,135
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3660万
|
+$142万
|
+55,425
|
+4%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3599万
|
+$219万
|
+85,855
|
+7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2869万
|
+$20.5万
|
+8,010
|
+0.7%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$2409万
|
+$1388万
|
+542,935
|
+141%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2284万
|
+$70.4万
|
+27,540
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1530万
|
+$96.9万
|
+37,935
|
+7%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1396万
|
-$113万
|
-44,300
|
-8%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$1386万
|
+$1364万
|
+533,665
|
新規
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1253万
|
+$18.6万
|
+7,290
|
+2%
|
|
|
17
|
Delphi Private Advisors
San Diego,
California
|
$1148万
|
-$46万
|
-18,010
|
-4%
|
|
|
18
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1111万
|
+$15.4万
|
+6,035
|
+1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$977万
|
-$1.14万
|
-445
|
-0.1%
|
|
|
20
|
Estate Counselors
Thiensville,
Wisconsin
|
$976万
|
-$98.4万
|
-38,500
|
-9%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$969万
|
+$73.6万
|
+28,790
|
+8%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$864万
|
+$5.14万
|
+2,010
|
+0.6%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$806万
|
+$8.57万
|
+3,355
|
+1%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$791万
|
+$5.98万
|
+2,340
|
+0.8%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$683万
|
+$4.1万
|
+1,605
|
+0.6%
|
|
