|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$3.78億
|
+$6130万
|
+1,287,819
|
+20%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$3.58億
|
-$1.8億
|
-3,781,418
|
-34%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$2.57億
|
+$688万
|
+144,623
|
+3%
|
|
|
4
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.24億
|
+$848万
|
+178,187
|
+4%
|
|
|
5
|
|
$2億
|
-$1.19億
|
-2,504,704
|
-38%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.87億
|
-$2204万
|
-462,982
|
-11%
|
|
|
7
|
|
$1.6億
|
-$6574万
|
-1,381,040
|
-29%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$1.53億
|
+$554万
|
+116,290
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13億
|
-$572万
|
-120,105
|
-5%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.06億
|
+$1286万
|
+270,152
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1億
|
-$1752万
|
-368,034
|
-15%
|
|
|
12
|
|
$9004万
|
-$278万
|
-58,466
|
-3%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
$8511万
|
+$172万
|
+36,137
|
+2%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$8268万
|
+$814万
|
+170,948
|
+11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7628万
|
-$1201万
|
-252,330
|
-14%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7521万
|
-$433万
|
-90,859
|
-5%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$7243万
|
-$301万
|
-63,258
|
-4%
|
|
|
18
|
Cambridge Associates
Boston,
Massachusetts
|
$6954万
|
+$998万
|
+209,757
|
+17%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$6948万
|
-$1805万
|
-379,108
|
-21%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$5949万
|
+$153万
|
+32,075
|
+3%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$5848万
|
+$402万
|
+84,550
|
+7%
|
|
|
22
|
Klingman & Associates
New York
|
$5793万
|
-$1179万
|
-247,695
|
-17%
|
|
|
23
|
Satovsky Asset Management
New York
|
$5297万
|
+$248万
|
+52,159
|
+5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5039万
|
-$713万
|
-149,709
|
-12%
|
|
|
25
|
Adventist Health System West
Roseville,
California
|
$4629万
|
–
|
–
|
–
|
|
