|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.03億
|
+$7.89億
|
+8,309,914
|
+12,601%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$4.21億
|
-$1295万
|
-136,472
|
-3%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.68億
|
-$21.9万
|
-2,308
|
-0.1%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$2.95億
|
-$512万
|
-53,938
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.39億
|
-$1.22億
|
-1,290,113
|
-34%
|
|
|
6
|
|
$1.79億
|
-$6207万
|
-654,077
|
-26%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.76億
|
+$1956万
|
+206,145
|
+13%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.15億
|
+$1351万
|
+142,340
|
+14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.12億
|
+$1154万
|
+121,648
|
+12%
|
|
|
10
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.01億
|
+$9981万
|
+1,051,834
|
新規
|
|
|
11
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8047万
|
-$1567万
|
-165,122
|
-16%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$6001万
|
-$168万
|
-17,696
|
-3%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$4581万
|
+$305万
|
+32,187
|
+7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4499万
|
+$433万
|
+45,585
|
+11%
|
|
|
15
|
Ballentine Partners
Waltham,
Massachusetts
|
$4283万
|
-$1.67万
|
-176
|
-0%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$4222万
|
+$1615万
|
+170,248
|
+63%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3947万
|
+$59.9万
|
+6,312
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3903万
|
+$77.7万
|
+8,191
|
+2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3180万
|
+$142万
|
+14,921
|
+5%
|
|
|
20
|
|
$3010万
|
–
|
–
|
–
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$2905万
|
-$12.9万
|
-1,360
|
-0.4%
|
|
|
22
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$2752万
|
+$224万
|
+23,647
|
+9%
|
|
|
23
|
Verus Financial Partners
Richmond,
Virginia
|
$2402万
|
+$213万
|
+22,478
|
+10%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2178万
|
-$90.5万
|
-9,539
|
-4%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$2011万
|
+$70万
|
+7,382
|
+4%
|
|
