|
1
|
|
$3.1億
|
-$1067万
|
-108,013
|
-3%
|
|
|
2
|
|
$1.76億
|
-$2713万
|
-274,533
|
-13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.67億
|
-$1761万
|
-178,242
|
-10%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.59億
|
+$3682万
|
+372,563
|
+30%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$1.37億
|
+$1156万
|
+116,986
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.34億
|
+$1528万
|
+154,588
|
+13%
|
|
|
7
|
|
$1.32億
|
-$957万
|
-96,794
|
-7%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.08億
|
+$318万
|
+32,204
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03億
|
-$235万
|
-23,819
|
-2%
|
|
|
10
|
|
$8406万
|
-$2380万
|
-240,866
|
-22%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7750万
|
-$7644万
|
-773,482
|
-50%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7559万
|
+$661万
|
+66,903
|
+10%
|
|
|
13
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7121万
|
+$1160万
|
+117,423
|
+20%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$7025万
|
+$110万
|
+11,128
|
+2%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$6718万
|
+$460万
|
+46,510
|
+7%
|
|
|
16
|
Wealthcare Capital Management
Richmond,
Virginia
|
$6620万
|
+$5938万
|
+600,881
|
+925%
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$6001万
|
+$56.4万
|
+5,707
|
+1%
|
|
|
18
|
3EDGE Asset Management
Naples,
Florida
|
$5789万
|
-$357万
|
-36,157
|
-6%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$5629万
|
-$2.8億
|
-2,834,476
|
-83%
|
|
|
20
|
Keating Investment Counselors
Delray Beach,
Florida
|
$5583万
|
+$1.38万
|
+140
|
+0%
|
|
|
21
|
|
$5264万
|
+$659万
|
+66,707
|
+14%
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$5102万
|
-$299万
|
-30,268
|
-6%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$5076万
|
-$948万
|
-95,936
|
-16%
|
|
|
24
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$5020万
|
-$1975万
|
-199,821
|
-28%
|
|
|
25
|
M. Kulyk & Associates
Decatur,
Georgia
|
$4804万
|
+$219万
|
+22,166
|
+5%
|
|
