|
1
|
Valmark Advisers
Akron,
Ohio
|
$8168万
|
+$170万
|
+17,799
|
+2%
|
|
|
2
|
|
$7371万
|
+$801万
|
+83,668
|
+11%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5538万
|
+$166万
|
+17,344
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5110万
|
+$1085万
|
+113,290
|
+25%
|
|
|
5
|
|
$4174万
|
-$459万
|
-47,950
|
-9%
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3741万
|
+$212万
|
+22,175
|
+6%
|
|
|
7
|
Windham Capital Management
Boston,
Massachusetts
|
$3570万
|
-$3137万
|
-327,493
|
-45%
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$3528万
|
-$1648万
|
-172,028
|
-31%
|
|
|
9
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$3413万
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3340万
|
+$369万
|
+38,537
|
+12%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3234万
|
+$215万
|
+22,396
|
+7%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$3162万
|
+$367万
|
+38,282
|
+12%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3123万
|
+$29.9万
|
+3,117
|
+0.9%
|
|
|
14
|
|
$2349万
|
+$2230万
|
+232,816
|
+889%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$2314万
|
+$2381万
|
+248,579
|
+3,781%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2286万
|
-$1336万
|
-139,465
|
-36%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1971万
|
-$3162万
|
-330,109
|
-60%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1618万
|
+$19.7万
|
+2,052
|
+1%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1535万
|
-$239万
|
-24,999
|
-13%
|
|
|
20
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1256万
|
-$6.18万
|
-645
|
-0.5%
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$1253万
|
+$188万
|
+19,674
|
+17%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$1251万
|
+$78.2万
|
+8,165
|
+6%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$1039万
|
+$75.9万
|
+7,928
|
+7%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$1029万
|
+$301万
|
+31,372
|
+38%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$929万
|
+$18.2万
|
+1,900
|
+2%
|
|
