|
1
|
|
$1.03億
|
+$351万
|
+36,625
|
+3%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$7782万
|
+$243万
|
+25,369
|
+3%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$6968万
|
+$3808万
|
+397,783
|
+116%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$6422万
|
+$708万
|
+73,941
|
+12%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6387万
|
+$231万
|
+24,174
|
+4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$4670万
|
-$39.6万
|
-4,141
|
-0.8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4590万
|
+$501万
|
+52,309
|
+12%
|
|
|
8
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$3558万
|
–
|
–
|
–
|
|
|
9
|
|
$3511万
|
-$46.7万
|
-4,883
|
-1%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3394万
|
-$9.25万
|
-966
|
-0.3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3027万
|
-$474万
|
-49,516
|
-13%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2966万
|
+$993万
|
+103,688
|
+49%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2918万
|
-$73.6万
|
-7,693
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2858万
|
+$199万
|
+20,747
|
+7%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$2463万
|
+$71.8万
|
+7,496
|
+3%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$2357万
|
+$15.4万
|
+1,613
|
+0.6%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$1974万
|
+$116万
|
+12,076
|
+6%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$1842万
|
-$679万
|
-70,885
|
-27%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1810万
|
+$141万
|
+14,773
|
+8%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$1794万
|
+$309万
|
+32,312
|
+20%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$1775万
|
-$32.3万
|
-3,377
|
-2%
|
|
|
22
|
|
$1335万
|
-$468万
|
-48,901
|
-26%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1264万
|
+$310万
|
+32,394
|
+32%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$1186万
|
+$69.8万
|
+7,295
|
+6%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$1126万
|
+$45.5万
|
+4,749
|
+4%
|
|
