|
1
|
UBS Group
Zurich,
Switzerland
|
$1.69億
|
+$4678万
|
+1,383,544
|
+38%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$8368万
|
+$1850万
|
+547,122
|
+28%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4070万
|
+$176万
|
+51,982
|
+4%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$3527万
|
-$1476万
|
-436,593
|
-29%
|
|
|
5
|
|
$3193万
|
-$251万
|
-74,225
|
-7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$1432万
|
+$216万
|
+63,947
|
+18%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1316万
|
+$113万
|
+33,436
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1205万
|
+$86.6万
|
+25,598
|
+8%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1166万
|
-$43.7万
|
-12,911
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1083万
|
+$566万
|
+167,382
|
+108%
|
|
|
11
|
|
$879万
|
+$889万
|
+262,947
|
新規
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$796万
|
+$32.6万
|
+9,641
|
+4%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$745万
|
+$84万
|
+24,837
|
+13%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$614万
|
-$18.7万
|
-5,536
|
-3%
|
|
|
15
|
Parametric Portfolio Associates
Seattle,
Washington
|
$596万
|
+$1.69万
|
+500
|
+0.3%
|
|
|
16
|
Bluefin Capital Management
New York
|
$592万
|
+$420万
|
+124,227
|
+235%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$585万
|
+$130万
|
+38,470
|
+28%
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$522万
|
-$344万
|
-101,750
|
-39%
|
|
|
19
|
Strategy Asset Managers
Pasadena,
California
|
$463万
|
-$14.7万
|
-4,360
|
-3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$442万
|
+$29.1万
|
+8,605
|
+7%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$421万
|
+$58.4万
|
+17,271
|
+16%
|
|
|
22
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$395万
|
+$400万
|
+118,303
|
新規
|
|
|
23
|
Curian Capital
Denver,
Colorado
|
$331万
|
-$835万
|
-246,814
|
-71%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$324万
|
+$327万
|
+96,759
|
新規
|
|
|
25
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$303万
|
+$14.7万
|
+4,350
|
+5%
|
|
