|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.53億
|
+$950万
|
+204,873
|
+6%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21億
|
+$2496万
|
+538,131
|
+25%
|
|
|
3
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.05億
|
+$1.08億
|
+2,322,478
|
新規
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$9094万
|
+$1394万
|
+300,537
|
+18%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8208万
|
+$2,736
|
+59
|
+0%
|
|
|
6
|
|
$7621万
|
+$2623万
|
+565,449
|
+50%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$7550万
|
-$2675万
|
-576,672
|
-26%
|
|
|
8
|
|
$6998万
|
+$1791万
|
+386,185
|
+33%
|
|
|
9
|
Parkwood LLC
Cleveland,
Ohio
|
$6079万
|
-$8935万
|
-1,926,384
|
-59%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3675万
|
+$915万
|
+197,317
|
+32%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3538万
|
+$711万
|
+153,317
|
+24%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3311万
|
+$3287万
|
+708,701
|
+2,814%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$3294万
|
-$4.06万
|
-876
|
-0.1%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2996万
|
-$744万
|
-160,443
|
-19%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
$2917万
|
-$588万
|
-126,786
|
-16%
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$2306万
|
+$28.1万
|
+6,052
|
+1%
|
|
|
17
|
American Economic Planning Group
Warren,
New Jersey
|
$2304万
|
+$51.3万
|
+11,052
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2242万
|
+$1334万
|
+287,663
|
+131%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$2124万
|
+$48.7万
|
+10,502
|
+2%
|
|
|
20
|
Retirement Capital Strategies
San Jose,
California
|
$1918万
|
+$5.61万
|
+1,210
|
+0.3%
|
|
|
21
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1740万
|
+$1789万
|
+385,715
|
新規
|
|
|
22
|
Capital Advantage
Walnut Creek,
California
|
$1642万
|
+$1255万
|
+270,552
|
+290%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1592万
|
+$977万
|
+210,693
|
+148%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$1244万
|
-$42.2万
|
-9,099
|
-3%
|
|
|
25
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1165万
|
-$533万
|
-114,977
|
-31%
|
|
