|
1
|
Wells Fargo
San Francisco,
California
|
$7364万
|
+$493万
|
+119,383
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5210万
|
-$976万
|
-236,296
|
-15%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$4667万
|
-$155万
|
-37,600
|
-3%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3682万
|
+$68万
|
+16,462
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1383万
|
+$202万
|
+48,931
|
+16%
|
|
|
6
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$991万
|
+$116万
|
+27,989
|
+13%
|
|
|
7
|
|
$730万
|
+$754万
|
+182,607
|
新規
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$727万
|
-$95.7万
|
-23,178
|
-11%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$560万
|
+$260万
|
+62,989
|
+82%
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$361万
|
-$47.6万
|
-11,515
|
-11%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$308万
|
-$226万
|
-54,755
|
-42%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$277万
|
+$46.5万
|
+11,260
|
+19%
|
|
|
13
|
GM Advisory Group
Melville,
New York
|
$256万
|
-$3.43万
|
-830
|
-1%
|
|
|
14
|
|
$235万
|
-$66万
|
-15,969
|
-21%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$169万
|
+$49.6万
|
+12,015
|
+40%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$143万
|
-$2.23万
|
-541
|
-1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$128万
|
+$31.6万
|
+7,650
|
+31%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$107万
|
-$29.1万
|
-7,036
|
-21%
|
|
|
19
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$105万
|
-$1.65万
|
-400
|
-1%
|
|
|
20
|
|
$100万
|
-$45万
|
-10,888
|
-30%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.4万
|
-$9,499
|
-230
|
-1%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$72.1万
|
+$4.65万
|
+1,125
|
+7%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$60.6万
|
+$10.4万
|
+2,529
|
+20%
|
|
|
24
|
Bank of New York Mellon
New York
|
$48.3万
|
–
|
–
|
–
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$45.6万
|
-$7.17万
|
-1,737
|
-13%
|
|
