|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.18億
|
+$4129万
|
+1,205,131
|
+23%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.03億
|
+$469万
|
+136,964
|
+2%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$1.8億
|
+$2928万
|
+854,465
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8672万
|
+$2081万
|
+607,348
|
+31%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$4485万
|
+$287万
|
+83,721
|
+7%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$3420万
|
+$252万
|
+73,459
|
+8%
|
|
|
7
|
|
$3396万
|
+$652万
|
+190,299
|
+23%
|
|
|
8
|
Sentinel Asset Management
Montpelier,
Vermont
|
$3171万
|
–
|
–
|
–
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$2910万
|
+$20万
|
+5,831
|
+0.7%
|
|
|
10
|
ALPS Advisors
Denver,
Colorado
|
$2851万
|
+$1448万
|
+422,494
|
+101%
|
|
|
11
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1623万
|
+$200万
|
+58,231
|
+14%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1409万
|
+$4.94万
|
+1,442
|
+0.3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1385万
|
+$71.9万
|
+20,975
|
+5%
|
|
|
14
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1350万
|
+$1254万
|
+366,034
|
+1,136%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$1283万
|
+$176万
|
+51,501
|
+16%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1237万
|
+$202万
|
+58,931
|
+19%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1102万
|
+$174万
|
+50,748
|
+19%
|
|
|
18
|
Bank of New York Mellon
New York
|
$1020万
|
+$987万
|
+288,023
|
+2,271%
|
|
|
19
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$999万
|
+$1009万
|
+294,500
|
新規
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$890万
|
+$898万
|
+262,109
|
+81,909%
|
|
|
21
|
Probity Advisors
Dallas,
Texas
|
$770万
|
+$530万
|
+154,632
|
+214%
|
|
|
22
|
|
$659万
|
+$577万
|
+168,311
|
+647%
|
|
|
23
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$616万
|
+$482万
|
+140,760
|
+345%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$591万
|
+$595万
|
+173,575
|
新規
|
|
|
25
|
|
$575万
|
-$211万
|
-61,500
|
-27%
|
|
