|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$1.5億
|
-$841万
|
-83,945
|
-5%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$1.21億
|
+$962万
|
+96,045
|
+9%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.17億
|
+$299万
|
+29,863
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7638万
|
+$583万
|
+58,211
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7461万
|
-$230万
|
-22,944
|
-3%
|
|
|
6
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$5994万
|
+$5995万
|
+598,384
|
新規
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$5030万
|
+$84万
|
+8,386
|
+2%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3796万
|
+$309万
|
+30,822
|
+9%
|
|
|
9
|
L.J. Altfest & Co
New York
|
$3677万
|
-$312万
|
-31,161
|
-8%
|
|
|
10
|
Lee Financial
Dallas,
Texas
|
$3475万
|
+$244万
|
+24,395
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$2731万
|
-$512万
|
-51,097
|
-16%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$2558万
|
+$44.7万
|
+4,461
|
+2%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$2025万
|
+$367万
|
+36,684
|
+22%
|
|
|
14
|
|
$1984万
|
-$416万
|
-41,556
|
-17%
|
|
|
15
|
Keating Investment Counselors
Delray Beach,
Florida
|
$1793万
|
+$89.3万
|
+8,917
|
+5%
|
|
|
16
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1473万
|
+$323万
|
+32,238
|
+28%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1373万
|
+$106万
|
+10,543
|
+8%
|
|
|
18
|
Trilogy Capital
Irvine,
California
|
$1270万
|
-$104万
|
-10,376
|
-8%
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
$1264万
|
+$38.2万
|
+3,813
|
+3%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1191万
|
-$3.21万
|
-320
|
-0.3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1181万
|
+$103万
|
+10,281
|
+10%
|
|
|
22
|
American Money Management
Rancho Santa Fe,
California
|
$1101万
|
+$78.8万
|
+7,864
|
+8%
|
|
|
23
|
Pasadena Private Wealth
Pasadena,
California
|
$1085万
|
+$9.44万
|
+942
|
+0.9%
|
|
|
24
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$1077万
|
+$18.7万
|
+1,862
|
+2%
|
|
|
25
|
|
$1069万
|
-$292万
|
-29,148
|
-21%
|
|
