|
1
|
Cerity Partners OCIO
New York
|
$5329万
|
+$548万
|
+54,077
|
+11%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$5267万
|
-$32.4万
|
-3,203
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2038万
|
-$709万
|
-70,039
|
-26%
|
|
|
4
|
|
$1682万
|
+$556万
|
+54,852
|
+49%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$1681万
|
+$536万
|
+52,946
|
+47%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1103万
|
+$96.3万
|
+9,504
|
+10%
|
|
|
7
|
|
$757万
|
-$219万
|
-21,637
|
-22%
|
|
|
8
|
Credit Agricole
Montrouge Cedex,
France
|
$675万
|
-$3202万
|
-316,110
|
-83%
|
|
|
9
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$629万
|
–
|
–
|
–
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$609万
|
+$56.7万
|
+5,601
|
+10%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$586万
|
+$9.48万
|
+936
|
+2%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$502万
|
+$127万
|
+12,531
|
+34%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$401万
|
+$12.2万
|
+1,202
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$397万
|
-$39.8万
|
-3,925
|
-9%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$386万
|
+$43.1万
|
+4,256
|
+13%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$322万
|
-$385万
|
-38,061
|
-54%
|
|
|
17
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$276万
|
–
|
–
|
–
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$262万
|
–
|
–
|
–
|
|
|
19
|
Buffington Mohr McNeal
Boise,
Idaho
|
$253万
|
+$3.6万
|
+355
|
+1%
|
|
|
20
|
Madden Advisory Services
Jacksonville,
Florida
|
$243万
|
-$129万
|
-12,758
|
-35%
|
|
|
21
|
Comerica Securities
Detroit,
Michigan
|
$196万
|
+$53万
|
+5,230
|
+37%
|
|
|
22
|
Placemark Investments
Chicago,
Illinois
|
$167万
|
-$10.3万
|
-1,019
|
-6%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$126万
|
+$5.12万
|
+506
|
+4%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$122万
|
-$377万
|
-37,181
|
-75%
|
|
|
25
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$118万
|
–
|
–
|
–
|
|
