|
1
|
UBS Group
Zurich,
Switzerland
|
$1.19億
|
+$256万
|
+74,748
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4520万
|
+$3471万
|
+1,012,008
|
+318%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3890万
|
+$1276万
|
+372,210
|
+48%
|
|
|
4
|
|
$3472万
|
+$880万
|
+256,571
|
+34%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
$1526万
|
+$95万
|
+27,711
|
+7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$1226万
|
+$1218万
|
+355,094
|
新規
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1026万
|
+$262万
|
+76,382
|
+34%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$862万
|
+$58万
|
+16,916
|
+7%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$831万
|
+$839万
|
+244,527
|
新規
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$789万
|
+$796万
|
+232,255
|
新規
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$740万
|
+$34.4万
|
+10,038
|
+5%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$648万
|
+$654万
|
+190,845
|
新規
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$578万
|
+$583万
|
+170,114
|
新規
|
|
|
14
|
Strategy Asset Managers
Pasadena,
California
|
$487万
|
+$15.4万
|
+4,502
|
+3%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$413万
|
+$394万
|
+114,786
|
+1,674%
|
|
|
16
|
Bluefin Capital Management
New York
|
$383万
|
+$319万
|
+93,064
|
+474%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$376万
|
+$127万
|
+37,015
|
+50%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$368万
|
+$299万
|
+87,302
|
+408%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$284万
|
+$167万
|
+48,571
|
+139%
|
|
|
20
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$278万
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$257万
|
+$102万
|
+29,814
|
+65%
|
|
|
22
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$240万
|
+$107万
|
+31,200
|
+79%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$227万
|
+$229万
|
+66,906
|
新規
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$225万
|
+$106万
|
+30,991
|
+88%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$202万
|
-$18万
|
-5,251
|
-8%
|
|
