|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$3.93億
|
+$1022万
|
+212,449
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$3.25億
|
-$3752万
|
-780,181
|
-10%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$2.73億
|
+$1195万
|
+248,393
|
+5%
|
|
|
4
|
Cambridge Associates
Boston,
Massachusetts
|
$2.41億
|
+$1.69億
|
+3,508,043
|
+242%
|
|
|
5
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.34億
|
+$675万
|
+140,324
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.8億
|
-$1020万
|
-212,014
|
-5%
|
|
|
7
|
|
$1.78億
|
-$2387万
|
-496,370
|
-12%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$1.6億
|
+$490万
|
+101,841
|
+3%
|
|
|
9
|
|
$1.46億
|
-$1607万
|
-334,239
|
-10%
|
|
|
10
|
|
$1.28億
|
+$3649万
|
+758,804
|
+40%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.17億
|
+$907万
|
+188,598
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06億
|
-$892万
|
-185,496
|
-8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$9799万
|
-$344万
|
-71,435
|
-3%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$8943万
|
+$557万
|
+115,891
|
+7%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$8657万
|
+$29.8万
|
+6,201
|
+0.3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7434万
|
-$186万
|
-38,712
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7153万
|
-$573万
|
-119,122
|
-7%
|
|
|
18
|
Satovsky Asset Management
New York
|
$6962万
|
+$1578万
|
+328,106
|
+30%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$6914万
|
-$424万
|
-88,165
|
-6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$6301万
|
+$370万
|
+77,015
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6114万
|
-$920万
|
-191,206
|
-13%
|
|
|
22
|
Klingman & Associates
New York
|
$5592万
|
-$277万
|
-57,610
|
-5%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$5191万
|
+$1624万
|
+337,701
|
+46%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$5167万
|
-$855万
|
-177,825
|
-14%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4916万
|
-$190万
|
-39,417
|
-4%
|
|
