|
1
|
|
$1.14億
|
+$3050万
|
+301,745
|
+37%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$8065万
|
+$8036万
|
+795,008
|
新規
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$4809万
|
+$463万
|
+45,846
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4277万
|
+$1676万
|
+165,844
|
+65%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$4066万
|
+$4051万
|
+400,739
|
新規
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2998万
|
+$1281万
|
+126,724
|
+75%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2070万
|
+$558万
|
+55,170
|
+37%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$1977万
|
+$284万
|
+28,049
|
+17%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1764万
|
+$1758万
|
+173,887
|
新規
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1667万
|
+$1507万
|
+149,078
|
+977%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
$1312万
|
+$937万
|
+92,693
|
+253%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$1095万
|
+$311万
|
+30,803
|
+40%
|
|
|
13
|
|
$1018万
|
+$104万
|
+10,325
|
+11%
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
$758万
|
-$20.8万
|
-2,060
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$697万
|
-$161万
|
-15,915
|
-19%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$682万
|
+$49.5万
|
+4,896
|
+8%
|
|
|
17
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$550万
|
+$267万
|
+26,463
|
+95%
|
|
|
18
|
|
$494万
|
+$269万
|
+26,599
|
+120%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$443万
|
+$251万
|
+24,872
|
+131%
|
|
|
20
|
Flow Traders U.S.
New York
|
$436万
|
+$379万
|
+37,488
|
+688%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$422万
|
+$420万
|
+41,571
|
新規
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$408万
|
+$133万
|
+13,159
|
+49%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$406万
|
+$69.3万
|
+6,857
|
+21%
|
|
|
24
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$351万
|
+$3.64万
|
+360
|
+1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$349万
|
+$11.7万
|
+1,162
|
+3%
|
|
