|
1
|
UBS Group
Zurich,
Switzerland
|
$1681万
|
+$9,902
|
+561
|
+0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1666万
|
+$110万
|
+62,351
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1285万
|
-$143万
|
-81,251
|
-10%
|
|
|
4
|
|
$1156万
|
-$1.48万
|
-841
|
-0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$896万
|
+$112万
|
+63,330
|
+14%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$452万
|
+$2.11万
|
+1,195
|
+0.5%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$260万
|
+$6.65万
|
+3,766
|
+3%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$252万
|
+$15.3万
|
+8,686
|
+7%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$218万
|
+$8.72万
|
+4,938
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$201万
|
+$84.9万
|
+48,076
|
+73%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$166万
|
-$97.1万
|
-55,000
|
-37%
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$155万
|
+$7.63万
|
+4,320
|
+5%
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$137万
|
+$137万
|
+77,384
|
新規
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$126万
|
+$69.9万
|
+39,600
|
+125%
|
|
|
15
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$117万
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$116万
|
-$22.4万
|
-12,685
|
-16%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$112万
|
-$17万
|
-9,654
|
-13%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$104万
|
+$104万
|
+58,952
|
新規
|
|
|
19
|
Cerity Partners OCIO
New York
|
$97.6万
|
+$2.01万
|
+1,139
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$85.2万
|
-$49万
|
-27,756
|
-37%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$83.2万
|
-$3.72万
|
-2,107
|
-4%
|
|
|
22
|
|
$81.6万
|
-$115万
|
-65,092
|
-59%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$80.6万
|
–
|
–
|
–
|
|
|
24
|
Bartlett & Co
Cincinnati,
Ohio
|
$72.3万
|
+$8.96万
|
+5,075
|
+14%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$71万
|
–
|
–
|
–
|
|
