|
1
|
|
$1.26億
|
-$45万
|
-16,590
|
-0.4%
|
|
|
2
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$8258万
|
+$95.8万
|
+35,345
|
+1%
|
|
|
3
|
|
$8071万
|
+$292万
|
+107,880
|
+4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$6831万
|
+$425万
|
+156,745
|
+7%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6826万
|
-$454万
|
-167,505
|
-6%
|
|
|
6
|
Cerity Partners OCIO
New York
|
$5460万
|
+$208万
|
+76,905
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4172万
|
-$29万
|
-10,715
|
-0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3191万
|
+$67.7万
|
+24,980
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3089万
|
+$114万
|
+41,880
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2926万
|
-$1億
|
-3,702,715
|
-78%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$2845万
|
+$61.7万
|
+22,780
|
+2%
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2747万
|
-$703万
|
-259,335
|
-21%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
$1879万
|
+$108万
|
+39,815
|
+6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1573万
|
-$201万
|
-74,245
|
-12%
|
|
|
15
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$1348万
|
+$1313万
|
+484,360
|
新規
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1345万
|
+$1.83万
|
+675
|
+0.1%
|
|
|
17
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1257万
|
+$27.7万
|
+10,220
|
+2%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$1176万
|
+$260万
|
+95,830
|
+30%
|
|
|
19
|
Delphi Private Advisors
San Diego,
California
|
$1098万
|
-$85.6万
|
-31,570
|
-7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1091万
|
+$26.1万
|
+9,620
|
+3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1048万
|
+$9.23万
|
+3,405
|
+0.9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$987万
|
-$22.9万
|
-8,450
|
-2%
|
|
|
23
|
Estate Counselors
Thiensville,
Wisconsin
|
$955万
|
+$930万
|
+343,050
|
新規
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$854万
|
-$14.4万
|
-5,325
|
-2%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$845万
|
-$3.13万
|
-1,155
|
-0.4%
|
|
