|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$1.6億
|
-$4703万
|
-470,028
|
-23%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.14億
|
+$240万
|
+23,967
|
+2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$1.11億
|
+$1033万
|
+103,181
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7722万
|
+$583万
|
+58,305
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7083万
|
-$1848万
|
-184,656
|
-21%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$4967万
|
+$74.7万
|
+7,464
|
+2%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$4006万
|
-$196万
|
-19,616
|
-5%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3502万
|
+$175万
|
+17,496
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3256万
|
-$370万
|
-37,020
|
-10%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$3244万
|
+$48.3万
|
+4,831
|
+2%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$2523万
|
+$19.6万
|
+1,961
|
+0.8%
|
|
|
12
|
|
$2410万
|
-$354万
|
-35,421
|
-13%
|
|
|
13
|
Keating Investment Counselors
Delray Beach,
Florida
|
$1711万
|
+$133万
|
+13,330
|
+9%
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$1653万
|
+$223万
|
+22,304
|
+16%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$1372万
|
-$62.4万
|
-6,233
|
-4%
|
|
|
16
|
|
$1366万
|
+$279万
|
+27,921
|
+26%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1273万
|
+$398万
|
+39,813
|
+46%
|
|
|
18
|
Barber Financial Group
Lenexa,
Kansas
|
$1231万
|
+$109万
|
+10,889
|
+10%
|
|
|
19
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1194万
|
+$10.1万
|
+1,007
|
+0.9%
|
|
|
20
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1155万
|
+$237万
|
+23,717
|
+26%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1093万
|
-$24.1万
|
-2,407
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1082万
|
-$243万
|
-24,266
|
-18%
|
|
|
23
|
Pasadena Private Wealth
Pasadena,
California
|
$1080万
|
+$1054万
|
+105,321
|
+5,027%
|
|
|
24
|
|
$1079万
|
+$573万
|
+57,309
|
+115%
|
|
|
25
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$1063万
|
-$13.9万
|
-1,389
|
-1%
|
|
