|
1
|
Bank of America
Charlotte,
North Carolina
|
$1629万
|
-$147万
|
-85,244
|
-8%
|
|
|
2
|
|
$894万
|
-$27.4万
|
-15,958
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$701万
|
-$59.7万
|
-34,746
|
-8%
|
|
|
4
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$582万
|
+$579万
|
+337,044
|
新規
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$453万
|
+$12.4万
|
+7,204
|
+3%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$426万
|
+$1.49万
|
+867
|
+0.4%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$223万
|
+$7.49万
|
+4,358
|
+3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$219万
|
-$4.59万
|
-2,672
|
-2%
|
|
|
9
|
|
$210万
|
+$2.02万
|
+1,175
|
+1%
|
|
|
10
|
Bailard
Foster City,
California
|
$208万
|
+$57.6万
|
+33,510
|
+39%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$181万
|
+$8.16万
|
+4,748
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$164万
|
-$795万
|
-462,483
|
-83%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$157万
|
+$7.79万
|
+4,533
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$145万
|
+$6.27万
|
+3,649
|
+5%
|
|
|
15
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$142万
|
-$6.25万
|
-3,635
|
-4%
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$142万
|
-$6.25万
|
-3,635
|
-4%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$135万
|
–
|
–
|
–
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$132万
|
-$167万
|
-97,000
|
-56%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$126万
|
-$63.4万
|
-36,884
|
-33%
|
|
|
20
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$114万
|
–
|
–
|
–
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$78.4万
|
–
|
–
|
–
|
|
|
22
|
Oppenheimer & Co
New York
|
$61.3万
|
–
|
–
|
–
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$59.4万
|
-$1,805
|
-105
|
-0.3%
|
|
|
24
|
|
$56万
|
-$1.02万
|
-593
|
-2%
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$55.5万
|
+$13.5万
|
+7,839
|
+32%
|
|
