|
1
|
TIAA CREF Trust
St Louis,
Missouri
|
$1.43億
|
+$775万
|
+147,992
|
+6%
|
|
|
2
|
|
$1.02億
|
+$149万
|
+28,400
|
+1%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$7447万
|
-$2680万
|
-511,642
|
-27%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$5819万
|
+$1044万
|
+199,283
|
+22%
|
|
|
5
|
Members Trust
Tampa,
Florida
|
$5128万
|
+$5084万
|
+970,420
|
新規
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4182万
|
+$141万
|
+26,893
|
+4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2904万
|
+$189万
|
+36,028
|
+7%
|
|
|
8
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1779万
|
+$45.4万
|
+8,657
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1502万
|
+$238万
|
+45,508
|
+19%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$1472万
|
-$2143万
|
-408,977
|
-60%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1361万
|
+$572万
|
+109,239
|
+74%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
$1195万
|
-$17.5万
|
-3,333
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$956万
|
-$78.3万
|
-14,955
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$897万
|
+$275万
|
+52,446
|
+45%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
$756万
|
-$21万
|
-4,009
|
-3%
|
|
|
16
|
|
$725万
|
+$23万
|
+4,396
|
+3%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$564万
|
-$22万
|
-4,192
|
-4%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$400万
|
+$6.01万
|
+1,147
|
+2%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$390万
|
-$20.6万
|
-3,928
|
-5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$379万
|
-$1714万
|
-327,190
|
-82%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$309万
|
-$15.8万
|
-3,025
|
-5%
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
$303万
|
+$73.1万
|
+13,951
|
+32%
|
|
|
23
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$302万
|
+$23.9万
|
+4,554
|
+9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$234万
|
+$21.7万
|
+4,138
|
+10%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$229万
|
-$69.9万
|
-13,340
|
-24%
|
|
