|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.23億
|
-$208万
|
-21,048
|
-2%
|
|
|
2
|
|
$1.12億
|
-$2182万
|
-220,375
|
-16%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$8519万
|
+$711万
|
+71,850
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6773万
|
+$552万
|
+55,794
|
+9%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$4874万
|
+$195万
|
+19,671
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4115万
|
+$325万
|
+32,857
|
+9%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$3955万
|
+$82.3万
|
+8,310
|
+2%
|
|
|
8
|
|
$3322万
|
+$2071万
|
+209,230
|
+165%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$3244万
|
+$65.6万
|
+6,623
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2988万
|
+$388万
|
+39,217
|
+15%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2877万
|
+$228万
|
+22,989
|
+9%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$2368万
|
-$42.9万
|
-4,331
|
-2%
|
|
|
13
|
Keating Investment Counselors
Delray Beach,
Florida
|
$2217万
|
+$2223万
|
+224,488
|
新規
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1967万
|
+$1072万
|
+108,321
|
+119%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$1754万
|
+$64.1万
|
+6,477
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1453万
|
+$1013万
|
+102,302
|
+228%
|
|
|
17
|
BBVA USA Bancshares
Houston,
Texas
|
$1304万
|
+$302万
|
+30,483
|
+30%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$1219万
|
-$13.3万
|
-1,346
|
-1%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1205万
|
+$1.04万
|
+105
|
+0.1%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1108万
|
+$97.4万
|
+9,834
|
+10%
|
|
|
21
|
Barber Financial Group
Lenexa,
Kansas
|
$1063万
|
+$49.9万
|
+5,042
|
+5%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$1059万
|
+$1061万
|
+107,186
|
新規
|
|
|
23
|
Bank of New York Mellon
New York
|
$1044万
|
+$7.52万
|
+760
|
+0.7%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$1003万
|
+$6.2万
|
+626
|
+0.6%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$1002万
|
+$136万
|
+13,761
|
+16%
|
|
