|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.89億
|
+$2624万
|
+436,802
|
+16%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8084万
|
+$96.5万
|
+16,062
|
+1%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1165万
|
+$91.4万
|
+15,210
|
+9%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$938万
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$617万
|
+$612万
|
+101,804
|
新規
|
|
|
6
|
LPL Financial
San Diego,
California
|
$550万
|
+$42.1万
|
+7,001
|
+8%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$402万
|
-$23.2万
|
-3,860
|
-6%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$388万
|
+$375万
|
+62,474
|
+3,932%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$322万
|
-$1,262
|
-21
|
-0%
|
|
|
10
|
|
$228万
|
-$279万
|
-46,436
|
-55%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$218万
|
+$16.7万
|
+2,785
|
+8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$208万
|
+$180万
|
+29,954
|
+681%
|
|
|
13
|
|
$164万
|
-$118万
|
-19,596
|
-42%
|
|
|
14
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$142万
|
–
|
–
|
–
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$83.6万
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$72.3万
|
+$34.2万
|
+5,700
|
+91%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$68.5万
|
+$67.9万
|
+11,299
|
新規
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$60.6万
|
–
|
–
|
–
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$58.5万
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55万
|
+$14.8万
|
+2,457
|
+37%
|
|
|
21
|
New England Securities
New York
|
$50.1万
|
+$10.8万
|
+1,799
|
+28%
|
|
|
22
|
Wealthcare Capital Management
Richmond,
Virginia
|
$34.3万
|
-$1.83万
|
-304
|
-5%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$33.5万
|
–
|
–
|
–
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$33.3万
|
+$7.51万
|
+1,250
|
+29%
|
|
|
25
|
Hudock Inc
Williamsport,
Pennsylvania
|
$28万
|
–
|
–
|
–
|
|
