|
1
|
|
$10.2億
|
+$8824万
|
+1,806,098
|
+9%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$4.18億
|
+$1756万
|
+359,329
|
+4%
|
|
|
3
|
|
$3.46億
|
-$1.22億
|
-2,494,963
|
-26%
|
|
|
4
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.34億
|
+$3.28億
|
+6,721,533
|
+6,374%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$2.81億
|
+$244万
|
+50,040
|
+0.9%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$2.8億
|
-$2335万
|
-477,920
|
-8%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$1.98億
|
-$1053万
|
-215,589
|
-5%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$1.81億
|
+$896万
|
+183,419
|
+5%
|
|
|
9
|
|
$1.71億
|
+$59.5万
|
+12,177
|
+0.3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.64億
|
-$155万
|
-31,645
|
-0.9%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.42億
|
+$2175万
|
+445,129
|
+18%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$1.33億
|
+$3605万
|
+737,805
|
+37%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.3億
|
+$2667万
|
+545,858
|
+26%
|
|
|
14
|
|
$1.22億
|
-$1422万
|
-291,046
|
-10%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$1.04億
|
+$2488万
|
+509,237
|
+31%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9764万
|
-$831万
|
-170,125
|
-8%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$9049万
|
+$217万
|
+44,401
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8961万
|
+$369万
|
+75,621
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$8084万
|
+$1154万
|
+236,239
|
+16%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$8014万
|
+$493万
|
+100,978
|
+6%
|
|
|
21
|
Satovsky Asset Management
New York
|
$7195万
|
+$96.3万
|
+19,712
|
+1%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$6350万
|
-$71.7万
|
-14,670
|
-1%
|
|
|
23
|
Klingman & Associates
New York
|
$6327万
|
+$801万
|
+163,904
|
+14%
|
|
|
24
|
Charles Schwab
San Francisco,
California
|
$6323万
|
-$245万
|
-50,205
|
-4%
|
|
|
25
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$5603万
|
+$1482万
|
+303,342
|
+36%
|
|
