|
1
|
Wells Fargo
San Francisco,
California
|
$886万
|
+$840万
|
+84,748
|
+1,946%
|
|
|
2
|
Pitcairn
Conshohocken,
Pennsylvania
|
$817万
|
+$88.7万
|
+8,945
|
+12%
|
|
|
3
|
|
$589万
|
+$587万
|
+59,234
|
新規
|
|
|
4
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$586万
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$450万
|
-$6.94万
|
-700
|
-2%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$380万
|
-$5.15万
|
-520
|
-1%
|
|
|
7
|
|
$255万
|
+$14.3万
|
+1,447
|
+6%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$248万
|
+$247万
|
+24,958
|
新規
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$236万
|
-$2.62万
|
-264
|
-1%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$208万
|
+$3.15万
|
+318
|
+2%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$181万
|
+$26.7万
|
+2,690
|
+17%
|
|
|
12
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$179万
|
–
|
–
|
–
|
|
|
13
|
Chevy Chase Trust
Bethesda,
Maryland
|
$176万
|
–
|
–
|
–
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$131万
|
-$5.56万
|
-561
|
-4%
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$119万
|
–
|
–
|
–
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$110万
|
–
|
–
|
–
|
|
|
17
|
|
$102万
|
+$102万
|
+10,250
|
新規
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$69.1万
|
+$34.4万
|
+3,474
|
+100%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$66.4万
|
+$9,120
|
+92
|
+1%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$58.9万
|
+$7.53万
|
+760
|
+15%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$55.2万
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$51.4万
|
+$9.9万
|
+995
|
+24%
|
|
|
23
|
|
$49.9万
|
+$49.8万
|
+5,023
|
新規
|
|
|
24
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$47.7万
|
–
|
–
|
–
|
|
|
25
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$44.7万
|
–
|
–
|
–
|
|
