|
1
|
UBS Group
Zurich,
Switzerland
|
$1.94億
|
+$2047万
|
+606,974
|
+12%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$1.14億
|
+$7635万
|
+2,264,308
|
+215%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.01億
|
+$1486万
|
+440,635
|
+18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$6506万
|
+$2296万
|
+680,934
|
+56%
|
|
|
5
|
Sentinel Asset Management
Montpelier,
Vermont
|
$4791万
|
+$4714万
|
+1,398,017
|
新規
|
|
|
6
|
|
$4192万
|
+$903万
|
+267,940
|
+28%
|
|
|
7
|
|
$3151万
|
+$3100万
|
+919,353
|
新規
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2608万
|
+$1238万
|
+367,296
|
+93%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2270万
|
+$1058万
|
+313,786
|
+90%
|
|
|
10
|
Prospera Financial Services
Dallas,
Texas
|
$2188万
|
+$1400万
|
+415,364
|
+186%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$1936万
|
+$1641万
|
+486,709
|
+623%
|
|
|
12
|
|
$1886万
|
+$1855万
|
+550,299
|
新規
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$1651万
|
+$179万
|
+53,235
|
+12%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1289万
|
+$52.6万
|
+15,587
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1123万
|
+$16.9万
|
+5,021
|
+2%
|
|
|
16
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$892万
|
+$572万
|
+169,600
|
+187%
|
|
|
17
|
|
$888万
|
-$12.6万
|
-3,731
|
-1%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$868万
|
+$50.9万
|
+15,090
|
+6%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$852万
|
+$669万
|
+198,495
|
+397%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$836万
|
+$398万
|
+118,089
|
+94%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$620万
|
+$8.77万
|
+2,600
|
+1%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$581万
|
-$46.6万
|
-13,808
|
-8%
|
|
|
23
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$483万
|
-$51.9万
|
-15,400
|
-10%
|
|
|
24
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$461万
|
+$54.7万
|
+16,237
|
+14%
|
|
|
25
|
Strategy Asset Managers
Pasadena,
California
|
$408万
|
-$65.4万
|
-19,407
|
-14%
|
|
