|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$5291万
|
-$360万
|
-35,543
|
-6%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$4774万
|
-$122万
|
-12,089
|
-2%
|
|
|
3
|
Credit Agricole
Montrouge Cedex,
France
|
$3865万
|
+$1641万
|
+162,044
|
+73%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2742万
|
-$423万
|
-41,806
|
-13%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$1144万
|
+$18万
|
+1,777
|
+2%
|
|
|
6
|
|
$1125万
|
-$38.4万
|
-3,790
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1005万
|
+$11.1万
|
+1,095
|
+1%
|
|
|
8
|
|
$974万
|
+$173万
|
+17,094
|
+22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$705万
|
+$498万
|
+49,117
|
+237%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$628万
|
–
|
–
|
–
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$575万
|
-$16.2万
|
-1,603
|
-3%
|
|
|
12
|
CPWM LLC
Seattle,
Washington
|
$552万
|
+$247万
|
+24,367
|
+80%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$498万
|
+$331万
|
+32,677
|
+197%
|
|
|
14
|
Ronald Blue & Co
Roswell,
Georgia
|
$462万
|
+$392万
|
+38,668
|
+546%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$436万
|
+$13.5万
|
+1,330
|
+3%
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
$404万
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$388万
|
-$40.5万
|
-3,995
|
-9%
|
|
|
18
|
Personal Capital Advisors
Redwood City,
California
|
$375万
|
+$376万
|
+37,121
|
新規
|
|
|
19
|
Madden Advisory Services
Jacksonville,
Florida
|
$371万
|
-$143万
|
-14,127
|
-28%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$342万
|
-$474万
|
-46,748
|
-58%
|
|
|
21
|
James Investment Research
Alpha,
Ohio
|
$287万
|
–
|
–
|
–
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$276万
|
-$230万
|
-22,700
|
-45%
|
|
|
23
|
Nottingham Advisors
Amherst,
New York
|
$252万
|
-$577万
|
-56,975
|
-70%
|
|
|
24
|
Buffington Mohr McNeal
Boise,
Idaho
|
$249万
|
-$10.2万
|
-1,010
|
-4%
|
|
|
25
|
Bluefin Capital Management
New York
|
$196万
|
+$197万
|
+19,414
|
新規
|
|
