|
1
|
|
$1.34億
|
+$236万
|
+23,519
|
+2%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$8689万
|
-$78.6万
|
-7,841
|
-0.9%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$6306万
|
+$611万
|
+60,990
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5853万
|
-$1342万
|
-133,883
|
-19%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4392万
|
+$130万
|
+12,954
|
+3%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$4190万
|
-$159万
|
-15,814
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3565万
|
+$140万
|
+13,960
|
+4%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$2232万
|
-$247万
|
-24,638
|
-10%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1930万
|
+$69.2万
|
+6,908
|
+4%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$1842万
|
+$183万
|
+18,284
|
+11%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$1423万
|
+$1428万
|
+142,480
|
新規
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1397万
|
+$258万
|
+25,786
|
+23%
|
|
|
13
|
L.J. Altfest & Co
New York
|
$1042万
|
+$1045万
|
+104,301
|
新規
|
|
|
14
|
|
$980万
|
+$89.9万
|
+8,972
|
+10%
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$943万
|
+$947万
|
+94,458
|
新規
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$893万
|
+$84.7万
|
+8,455
|
+10%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$845万
|
+$141万
|
+14,039
|
+20%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$787万
|
-$197万
|
-19,623
|
-20%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
$770万
|
+$22.2万
|
+2,214
|
+3%
|
|
|
20
|
Horan Capital Management
Hunt Valley,
Maryland
|
$768万
|
+$771万
|
+76,944
|
新規
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$733万
|
+$71万
|
+7,082
|
+11%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$725万
|
+$508万
|
+50,662
|
+231%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$713万
|
-$11.8万
|
-1,181
|
-2%
|
|
|
24
|
WestEnd Advisors
Charlotte,
North Carolina
|
$683万
|
+$111万
|
+11,031
|
+19%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674万
|
+$23.1万
|
+2,304
|
+4%
|
|
