|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.21億
|
-$5819万
|
-1,290,796
|
-15%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54億
|
+$2217万
|
+491,839
|
+17%
|
|
|
3
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$1.35億
|
+$6925万
|
+1,536,018
|
+103%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.06億
|
+$1265万
|
+280,503
|
+13%
|
|
|
5
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.04億
|
+$430万
|
+95,384
|
+4%
|
|
|
6
|
|
$8507万
|
+$164万
|
+36,324
|
+2%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$8408万
|
-$175万
|
-38,844
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5784万
|
+$892万
|
+197,925
|
+18%
|
|
|
9
|
|
$5444万
|
-$1675万
|
-371,579
|
-23%
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5402万
|
+$875万
|
+194,196
|
+19%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4050万
|
+$303万
|
+67,238
|
+8%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$3562万
|
+$15.5万
|
+3,439
|
+0.4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$3432万
|
+$3478万
|
+771,533
|
新規
|
|
|
14
|
|
$3230万
|
+$3273万
|
+726,072
|
新規
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$2335万
|
+$16.7万
|
+3,701
|
+0.7%
|
|
|
16
|
American Economic Planning Group
Warren,
New Jersey
|
$2297万
|
-$25.9万
|
-5,745
|
-1%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$2256万
|
-$28.2万
|
-6,254
|
-1%
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$2250万
|
+$1744万
|
+386,926
|
+326%
|
|
|
19
|
Retirement Capital Strategies
San Jose,
California
|
$1950万
|
-$1.36万
|
-302
|
-0.1%
|
|
|
20
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1567万
|
-$387万
|
-85,846
|
-20%
|
|
|
21
|
Tanglewood Wealth Management
Houston,
Texas
|
$1553万
|
-$323万
|
-71,626
|
-17%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$1455万
|
+$170万
|
+37,696
|
+13%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$1436万
|
+$103万
|
+22,868
|
+8%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$1354万
|
+$36.8万
|
+8,168
|
+3%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1327万
|
+$104万
|
+22,964
|
+8%
|
|
