|
1
|
TIAA CREF Trust
St Louis,
Missouri
|
$1.22億
|
+$851万
|
+165,304
|
+7%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$1.01億
|
-$2898万
|
-563,282
|
-22%
|
|
|
3
|
|
$1.01億
|
-$1144万
|
-222,359
|
-10%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$4010万
|
+$603万
|
+117,249
|
+18%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$3706万
|
-$63.4万
|
-12,321
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3460万
|
+$120万
|
+23,261
|
+4%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$2550万
|
-$1328万
|
-258,021
|
-34%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2506万
|
+$212万
|
+41,112
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2350万
|
+$1043万
|
+202,714
|
+79%
|
|
|
10
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1798万
|
+$1796万
|
+349,041
|
新規
|
|
|
11
|
Parkside Advisors
Berkeley,
California
|
$1172万
|
-$2.27万
|
-442
|
-0.2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1122万
|
-$1860万
|
-361,420
|
-62%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$937万
|
+$97.9万
|
+19,020
|
+12%
|
|
|
14
|
Planning Alternatives
Birmingham,
Michigan
|
$787万
|
-$42.7万
|
-8,308
|
-5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$774万
|
-$319万
|
-61,913
|
-29%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$759万
|
+$230万
|
+44,779
|
+43%
|
|
|
17
|
|
$664万
|
+$665万
|
+129,303
|
新規
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$627万
|
-$232万
|
-45,037
|
-27%
|
|
|
19
|
Twele Capital Management
Minnetonka,
Minnesota
|
$558万
|
-$496万
|
-96,390
|
-47%
|
|
|
20
|
Courage Miller Partners
Norfolk,
Virginia
|
$403万
|
+$12.8万
|
+2,486
|
+3%
|
|
|
21
|
Gateway Advisory
Westfield,
New Jersey
|
$397万
|
-$31.5万
|
-6,121
|
-7%
|
|
|
22
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$389万
|
-$8.1万
|
-1,575
|
-2%
|
|
|
23
|
Mosaic Financial Partners
San Francisco,
California
|
$361万
|
-$192万
|
-37,253
|
-35%
|
|
|
24
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$354万
|
-$62.3万
|
-12,117
|
-15%
|
|
|
25
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$353万
|
-$27.2万
|
-5,282
|
-7%
|
|
