|
1
|
|
$1.33億
|
+$1593万
|
+158,560
|
+14%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$8812万
|
+$329万
|
+32,733
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7226万
|
+$2593万
|
+258,159
|
+56%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$5726万
|
+$472万
|
+46,984
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$4371万
|
+$188万
|
+18,740
|
+4%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4284万
|
+$2313万
|
+230,232
|
+117%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3444万
|
+$175万
|
+17,404
|
+5%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$2497万
|
+$483万
|
+48,083
|
+24%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1871万
|
-$155万
|
-15,446
|
-8%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$1668万
|
+$205万
|
+20,392
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1145万
|
-$1005万
|
-100,025
|
-47%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$988万
|
-$77.8万
|
-7,749
|
-7%
|
|
|
13
|
|
$895万
|
-$378万
|
-37,645
|
-30%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$813万
|
+$75.5万
|
+7,519
|
+10%
|
|
|
15
|
CPWM LLC
Seattle,
Washington
|
$752万
|
-$9.15万
|
-911
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$728万
|
+$153万
|
+15,199
|
+26%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$709万
|
+$380万
|
+37,874
|
+116%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$666万
|
+$285万
|
+28,360
|
+75%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$655万
|
+$160万
|
+15,908
|
+32%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$576万
|
+$314万
|
+31,240
|
+119%
|
|
|
21
|
|
$567万
|
-$826万
|
-82,251
|
-59%
|
|
|
22
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$433万
|
+$55万
|
+5,472
|
+15%
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$413万
|
+$31.5万
|
+3,135
|
+8%
|
|
|
24
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$412万
|
+$64.5万
|
+6,421
|
+19%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$358万
|
+$10.4万
|
+1,037
|
+3%
|
|
