|
1
|
Parkwood LLC
Cleveland,
Ohio
|
$1.45億
|
-$2434万
|
-509,313
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.42億
|
+$2069万
|
+432,929
|
+16%
|
|
|
3
|
Homrich & Berg
Atlanta,
Georgia
|
$9973万
|
+$948万
|
+198,295
|
+10%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9523万
|
+$4372万
|
+914,834
|
+74%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8064万
|
+$1358万
|
+284,223
|
+19%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$7603万
|
+$2730万
|
+571,315
|
+50%
|
|
|
7
|
|
$5164万
|
+$4860万
|
+1,016,971
|
+687%
|
|
|
8
|
|
$4981万
|
+$595万
|
+124,562
|
+12%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3654万
|
-$64.4万
|
-13,480
|
-2%
|
|
|
10
|
Planning Alternatives
Birmingham,
Michigan
|
$3428万
|
-$979万
|
-204,771
|
-21%
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$3239万
|
+$45.5万
|
+9,528
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3151万
|
+$3011万
|
+630,101
|
+779%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2797万
|
+$855万
|
+178,949
|
+40%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2736万
|
+$1382万
|
+289,255
|
+88%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$2239万
|
+$34万
|
+7,105
|
+1%
|
|
|
16
|
American Economic Planning Group
Warren,
New Jersey
|
$2215万
|
+$78万
|
+16,323
|
+3%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$2190万
|
+$77.1万
|
+16,131
|
+3%
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$1879万
|
+$32.8万
|
+6,862
|
+2%
|
|
|
19
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1654万
|
+$166万
|
+34,825
|
+10%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$1263万
|
+$115万
|
+24,128
|
+9%
|
|
|
21
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1158万
|
-$105万
|
-21,977
|
-8%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1099万
|
+$515万
|
+107,827
|
+77%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1013万
|
-$86.6万
|
-18,115
|
-8%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$999万
|
+$462万
|
+96,655
|
+75%
|
|
|
25
|
Vanguard Group
Malvern,
Pennsylvania
|
$907万
|
+$311万
|
+65,174
|
+47%
|
|
