|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1322万
|
-$421万
|
-86,396
|
-23%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1244万
|
-$364万
|
-74,694
|
-22%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$889万
|
+$42.5万
|
+8,732
|
+5%
|
|
|
4
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$764万
|
+$244万
|
+50,076
|
+43%
|
|
|
5
|
|
$640万
|
+$80.4万
|
+16,498
|
+13%
|
|
|
6
|
Great Lakes Advisors
Chicago,
Illinois
|
$572万
|
-$212万
|
-43,546
|
-26%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$566万
|
+$27.3万
|
+5,599
|
+5%
|
|
|
8
|
Wealth Architects
Mountain View,
California
|
$394万
|
-$8.42万
|
-1,728
|
-2%
|
|
|
9
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$363万
|
–
|
–
|
–
|
|
|
10
|
Pitcairn
Conshohocken,
Pennsylvania
|
$260万
|
–
|
–
|
–
|
|
|
11
|
AllianceBernstein
Nashville,
Tennessee
|
$175万
|
-$40.2万
|
-8,250
|
-18%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$152万
|
-$23.4万
|
-4,807
|
-13%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$140万
|
-$140万
|
-28,767
|
-49%
|
|
|
14
|
UMB Bank
Kansas City,
Missouri
|
$114万
|
–
|
–
|
–
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$108万
|
+$4.02万
|
+824
|
+4%
|
|
|
16
|
SVB Wealth
Boston,
Massachusetts
|
$106万
|
+$112万
|
+22,933
|
新規
|
|
|
17
|
LPL Financial
San Diego,
California
|
$105万
|
+$8.88万
|
+1,822
|
+9%
|
|
|
18
|
|
$100万
|
-$386万
|
-79,289
|
-78%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$89万
|
+$390
|
+8
|
+0%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.7万
|
+$16.3万
|
+3,354
|
+21%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$79.4万
|
-$1.87万
|
-383
|
-2%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$77.4万
|
+$4,824
|
+99
|
+0.6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$68.2万
|
+$5,799
|
+119
|
+0.8%
|
|
|
24
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$63.4万
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$59万
|
+$6,773
|
+139
|
+1%
|
|
