|
1
|
Cambridge Associates
Boston,
Massachusetts
|
$1974万
|
–
|
–
|
–
|
|
|
2
|
NEPC LLC
Boston,
Massachusetts
|
$1275万
|
-$81万
|
-26,504
|
-6%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$737万
|
–
|
–
|
–
|
|
|
4
|
Bank of New York Mellon
New York
|
$326万
|
+$98.8万
|
+32,330
|
+45%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$126万
|
–
|
–
|
–
|
|
|
6
|
Sand Hill Global Advisors
Palo Alto,
California
|
$106万
|
+$5.24万
|
+1,715
|
+5%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$47.2万
|
+$18.8万
|
+6,168
|
+70%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$44.6万
|
–
|
–
|
–
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$32.5万
|
+$122
|
+4
|
+0%
|
|
|
10
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$28.8万
|
+$6,874
|
+225
|
+3%
|
|
|
11
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$23万
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.43万
|
+$6.23万
|
+2,039
|
新規
|
|
|
13
|
|
$6.32万
|
–
|
–
|
–
|
|
|
14
|
Rockefeller Capital Management
New York
|
$6.03万
|
+$153
|
+5
|
+0.3%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.76万
|
–
|
–
|
–
|
|
|
16
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.36万
|
–
|
–
|
–
|
|
|
17
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1.2万
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9,454
|
+$9,166
|
+300
|
新規
|
|
|
19
|
SOA Wealth Advisors
New York
|
$5,483
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3,000
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$1,707
|
+$1,650
|
+54
|
新規
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$379
|
–
|
–
|
–
|
|
|
23
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
–
|
-$82.5万
|
-30,185
|
解消
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1,777
|
-65
|
解消
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$1,367
|
-50
|
解消
|
|
