|
1
|
|
$30.9億
|
+$2904万
|
+282,141
|
+0.9%
|
|
|
2
|
|
$4.48億
|
+$2380万
|
+231,247
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.45億
|
+$1.66億
|
+1,614,232
|
+92%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.87億
|
-$5326万
|
-517,378
|
-16%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$2.7億
|
-$2432万
|
-236,233
|
-8%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.33億
|
+$1465万
|
+142,348
|
+7%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$2.31億
|
+$1126万
|
+109,416
|
+5%
|
|
|
8
|
|
$1.63億
|
-$2381万
|
-231,301
|
-13%
|
|
|
9
|
|
$1.39億
|
-$1774万
|
-172,309
|
-11%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.32億
|
+$3772万
|
+366,392
|
+40%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.18億
|
+$891万
|
+86,535
|
+8%
|
|
|
12
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.15億
|
+$450万
|
+43,725
|
+4%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$1.14億
|
-$659万
|
-64,006
|
-5%
|
|
|
14
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.12億
|
+$677万
|
+65,760
|
+6%
|
|
|
15
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.09億
|
+$820万
|
+79,701
|
+8%
|
|
|
16
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9362万
|
+$536万
|
+52,085
|
+6%
|
|
|
17
|
Wealthcare Capital Management
Richmond,
Virginia
|
$8806万
|
+$294万
|
+28,572
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8788万
|
-$2.53億
|
-2,461,593
|
-74%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8553万
|
-$888万
|
-86,288
|
-9%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$8171万
|
+$365万
|
+35,479
|
+5%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$7562万
|
+$3026万
|
+293,986
|
+66%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$7559万
|
+$437万
|
+42,441
|
+6%
|
|
|
23
|
MASECO Private Wealth
London,
|
$7510万
|
+$476万
|
+46,249
|
+7%
|
|
|
24
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$7474万
|
+$7515万
|
+730,000
|
新規
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$6825万
|
+$248万
|
+24,135
|
+4%
|
|
