|
1
|
|
$3.36億
|
+$2578万
|
+259,876
|
+8%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$3.09億
|
+$2.52億
|
+2,541,106
|
+449%
|
|
|
3
|
|
$1.8億
|
+$370万
|
+37,318
|
+2%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.7億
|
+$1085万
|
+109,366
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.58億
|
-$936万
|
-94,300
|
-6%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$1.42億
|
+$520万
|
+52,456
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.26億
|
-$853万
|
-86,021
|
-6%
|
|
|
8
|
|
$1.23億
|
-$894万
|
-90,130
|
-7%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.03億
|
-$510万
|
-51,389
|
-5%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$8955万
|
+$3926万
|
+395,723
|
+78%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8033万
|
+$467万
|
+47,113
|
+6%
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$7573万
|
+$446万
|
+44,975
|
+6%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$7401万
|
-$368万
|
-37,139
|
-5%
|
|
|
14
|
Wealthcare Capital Management
Richmond,
Virginia
|
$7192万
|
+$566万
|
+57,097
|
+9%
|
|
|
15
|
|
$7171万
|
-$1237万
|
-124,694
|
-15%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$6929万
|
-$100万
|
-10,059
|
-1%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$6847万
|
+$124万
|
+12,497
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6090万
|
-$4222万
|
-425,546
|
-41%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$5831万
|
-$173万
|
-17,431
|
-3%
|
|
|
20
|
3EDGE Asset Management
Naples,
Florida
|
$5639万
|
-$154万
|
-15,513
|
-3%
|
|
|
21
|
Keating Investment Counselors
Delray Beach,
Florida
|
$5215万
|
-$370万
|
-37,270
|
-7%
|
|
|
22
|
|
$5034万
|
-$232万
|
-23,424
|
-4%
|
|
|
23
|
M. Kulyk & Associates
Decatur,
Georgia
|
$4954万
|
+$147万
|
+14,796
|
+3%
|
|
|
24
|
|
$4646万
|
+$128万
|
+12,885
|
+3%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$4481万
|
+$732万
|
+73,759
|
+20%
|
|
