|
1
|
|
$3.92億
|
+$4967万
|
+495,889
|
+15%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$3.06億
|
-$920万
|
-91,873
|
-3%
|
|
|
3
|
|
$1.91億
|
+$816万
|
+81,429
|
+5%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.84億
|
+$1016万
|
+101,437
|
+6%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$1.53億
|
+$846万
|
+84,443
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.48億
|
+$2021万
|
+201,769
|
+16%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.24億
|
-$3585万
|
-357,877
|
-23%
|
|
|
8
|
|
$1.16億
|
-$889万
|
-88,719
|
-7%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.07億
|
+$135万
|
+13,432
|
+1%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9715万
|
+$583万
|
+58,198
|
+6%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8415万
|
+$232万
|
+23,166
|
+3%
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8186万
|
+$491万
|
+48,991
|
+6%
|
|
|
13
|
Wealthcare Capital Management
Richmond,
Virginia
|
$7377万
|
+$52.2万
|
+5,216
|
+0.7%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$7198万
|
+$223万
|
+22,251
|
+3%
|
|
|
15
|
|
$7014万
|
-$285万
|
-28,491
|
-4%
|
|
|
16
|
State Street
Boston,
Massachusetts
|
$6823万
|
-$231万
|
-23,109
|
-3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$6597万
|
-$905万
|
-90,312
|
-12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6285万
|
+$82万
|
+8,188
|
+1%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$5881万
|
-$56.8万
|
-5,673
|
-1%
|
|
|
20
|
Keating Investment Counselors
Delray Beach,
Florida
|
$5318万
|
+$6.82万
|
+681
|
+0.1%
|
|
|
21
|
|
$5192万
|
+$64.9万
|
+6,480
|
+1%
|
|
|
22
|
M. Kulyk & Associates
Decatur,
Georgia
|
$5165万
|
+$119万
|
+11,833
|
+2%
|
|
|
23
|
3EDGE Asset Management
Naples,
Florida
|
$4980万
|
-$754万
|
-75,280
|
-13%
|
|
|
24
|
|
$4870万
|
+$137万
|
+13,725
|
+3%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$4737万
|
+$171万
|
+17,080
|
+4%
|
|
