|
1
|
|
$1.17億
|
+$431万
|
+42,708
|
+4%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$8484万
|
+$506万
|
+50,130
|
+6%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$5255万
|
+$496万
|
+49,170
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4635万
|
+$406万
|
+40,192
|
+10%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$4182万
|
+$161万
|
+15,923
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3269万
|
+$304万
|
+30,134
|
+10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2149万
|
+$101万
|
+10,038
|
+5%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2026万
|
+$378万
|
+37,481
|
+23%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$2008万
|
+$50.8万
|
+5,033
|
+3%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1973万
|
+$229万
|
+22,678
|
+13%
|
|
|
11
|
Lee Financial
Dallas,
Texas
|
$1463万
|
+$166万
|
+16,440
|
+13%
|
|
|
12
|
|
$1392万
|
+$908万
|
+90,000
|
+185%
|
|
|
13
|
IndexIQ Advisors
New York
|
$1296万
|
+$1260万
|
+124,894
|
+2,941%
|
|
|
14
|
|
$1273万
|
+$267万
|
+26,462
|
+26%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$1066万
|
-$18.4万
|
-1,819
|
-2%
|
|
|
16
|
CPWM LLC
Seattle,
Washington
|
$761万
|
+$10.7万
|
+1,065
|
+1%
|
|
|
17
|
The Family Firm
Bethesda,
Maryland
|
$737万
|
+$62.9万
|
+6,231
|
+9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$576万
|
+$160万
|
+15,812
|
+38%
|
|
|
19
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$559万
|
+$14.1万
|
+1,398
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$495万
|
-$196万
|
-19,390
|
-28%
|
|
|
21
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$437万
|
+$33.5万
|
+3,325
|
+8%
|
|
|
22
|
Flow Traders U.S.
New York
|
$431万
|
–
|
–
|
–
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$382万
|
+$42万
|
+4,162
|
+12%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$381万
|
+$328万
|
+32,548
|
+600%
|
|
|
25
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$377万
|
+$65.3万
|
+6,470
|
+21%
|
|
