|
1
|
|
$1.35億
|
-$541万
|
-54,282
|
-4%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.26億
|
-$205万
|
-20,560
|
-2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$7881万
|
+$747万
|
+74,985
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6279万
|
+$550万
|
+55,193
|
+10%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$4764万
|
+$4758万
|
+477,843
|
新規
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$4723万
|
+$21.3万
|
+2,140
|
+0.5%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$3909万
|
+$234万
|
+23,495
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3826万
|
-$324万
|
-32,586
|
-8%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$3207万
|
+$616万
|
+61,902
|
+24%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2675万
|
+$180万
|
+18,095
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2624万
|
+$292万
|
+29,307
|
+13%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$2434万
|
+$29.4万
|
+2,949
|
+1%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
$1706万
|
+$84.8万
|
+8,520
|
+5%
|
|
|
14
|
|
$1267万
|
+$291万
|
+29,258
|
+30%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$1243万
|
-$26.7万
|
-2,685
|
-2%
|
|
|
16
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1215万
|
+$63.4万
|
+6,365
|
+6%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1046万
|
+$1045万
|
+104,972
|
新規
|
|
|
18
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1026万
|
+$45.3万
|
+4,549
|
+5%
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
$1022万
|
+$30.3万
|
+3,044
|
+3%
|
|
|
20
|
|
$1017万
|
-$2727万
|
-273,807
|
-73%
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
$1012万
|
+$166万
|
+16,652
|
+20%
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
$1006万
|
+$81万
|
+8,131
|
+9%
|
|
|
23
|
Knowledge Leaders Capital
Denver,
Colorado
|
$923万
|
+$922万
|
+92,584
|
新規
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$906万
|
+$65.3万
|
+6,560
|
+8%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$881万
|
+$49.9万
|
+5,008
|
+6%
|
|
