|
1
|
State Street
Boston,
Massachusetts
|
$7289万
|
+$861万
|
+159,918
|
+13%
|
|
|
2
|
|
$5604万
|
-$360万
|
-66,778
|
-6%
|
|
|
3
|
|
$3988万
|
-$1989万
|
-369,491
|
-33%
|
|
|
4
|
Panagora Asset Management
Boston,
Massachusetts
|
$2601万
|
+$119万
|
+22,037
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1307万
|
-$38.9万
|
-7,223
|
-3%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$1064万
|
+$1102万
|
+204,630
|
新規
|
|
|
7
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$556万
|
+$575万
|
+106,788
|
新規
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$404万
|
+$8.19万
|
+1,521
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$400万
|
+$93.9万
|
+17,433
|
+29%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$331万
|
–
|
–
|
–
|
|
|
11
|
|
$263万
|
+$272万
|
+50,565
|
新規
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$234万
|
+$242万
|
+44,942
|
新規
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$205万
|
-$9.37万
|
-1,741
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$203万
|
+$38.3万
|
+7,116
|
+22%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$196万
|
-$12.1万
|
-2,250
|
-6%
|
|
|
16
|
Stellar Capital Management
Phoenix,
Arizona
|
$156万
|
+$161万
|
+29,926
|
新規
|
|
|
17
|
Bluefin Capital Management
New York
|
$153万
|
+$159万
|
+29,498
|
新規
|
|
|
18
|
|
$146万
|
+$3.22万
|
+599
|
+2%
|
|
|
19
|
Guggenheim Capital
Chicago,
Illinois
|
$121万
|
-$23.9万
|
-4,438
|
-16%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$101万
|
+$104万
|
+19,360
|
新規
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98.5万
|
-$131万
|
-24,387
|
-56%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$97.1万
|
-$3,446
|
-64
|
-0.3%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$85.7万
|
-$71.4万
|
-13,255
|
-45%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$85.4万
|
-$6.05万
|
-1,124
|
-6%
|
|
|
25
|
Cambria Investment Management
Manhattan Beach,
California
|
$82万
|
-$2,369
|
-44
|
-0.3%
|
|
