|
1
|
|
$9104万
|
+$159万
|
+16,825
|
+2%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$7806万
|
-$95.5万
|
-10,079
|
-1%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$6842万
|
+$126万
|
+13,317
|
+2%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5798万
|
-$289万
|
-30,508
|
-5%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$5010万
|
+$673万
|
+71,052
|
+15%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$4774万
|
+$1882万
|
+198,592
|
+63%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3949万
|
+$183万
|
+19,357
|
+5%
|
|
|
8
|
|
$3692万
|
+$86.7万
|
+9,148
|
+2%
|
|
|
9
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$3503万
|
–
|
–
|
–
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3374万
|
+$22.3万
|
+2,353
|
+0.7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3224万
|
+$204万
|
+21,481
|
+7%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3101万
|
-$131万
|
-13,792
|
-4%
|
|
|
13
|
Windham Capital Management
Boston,
Massachusetts
|
$3010万
|
-$556万
|
-58,699
|
-15%
|
|
|
14
|
|
$2682万
|
+$1993万
|
+210,350
|
+271%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2575万
|
+$14.3万
|
+1,512
|
+0.5%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$2433万
|
+$7.91万
|
+835
|
+0.3%
|
|
|
17
|
Commerce Bank
Kansas City,
Missouri
|
$2362万
|
-$555万
|
-58,579
|
-19%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1841万
|
+$120万
|
+12,670
|
+7%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$1779万
|
+$7.25万
|
+765
|
+0.4%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$1727万
|
-$13.5万
|
-1,421
|
-0.8%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1701万
|
+$12.9万
|
+1,365
|
+0.8%
|
|
|
22
|
|
$1563万
|
-$136万
|
-14,363
|
-8%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1247万
|
-$13万
|
-1,368
|
-1%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$1169万
|
+$86万
|
+9,072
|
+8%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1075万
|
-$158万
|
-16,651
|
-13%
|
|
