|
1
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$470만
|
+US$470만
|
+78,411
|
신규
|
|
|
2
|
World Asset Management
Detroit,
Michigan
|
US$397만
|
+US$30.5만
|
+5,081
|
+8%
|
|
|
3
|
Tocqueville Asset Management
New York
|
US$215만
|
+US$7.2만
|
+1,200
|
+3%
|
|
|
4
|
|
US$132만
|
+US$9.9만
|
+1,665
|
+8%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$118만
|
+US$118만
|
+19,730
|
신규
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
US$97.2만
|
–
|
–
|
–
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
US$35.3만
|
-US$3.35천
|
-40
|
-0.9%
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
US$33.7만
|
–
|
–
|
–
|
|
|
9
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$30.3만
|
+US$30.3만
|
+5,058
|
신규
|
|
|
10
|
|
US$24만
|
+US$24만
|
+4,000
|
신규
|
|
|
11
|
First Bankers Trust
Louisville,
Kentucky
|
US$21만
|
–
|
–
|
–
|
|
|
12
|
Westport Resources Management
Westport,
Connecticut
|
US$11.6만
|
-US$1.78만
|
-300
|
-13%
|
|
|
13
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
US$3만
|
+US$1.89만
|
+320
|
+169%
|
|
|
14
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
US$2.3만
|
–
|
–
|
–
|
|
|
15
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
US$1.8만
|
–
|
–
|
–
|
|
|
16
|
Estabrook Capital Management
New York
|
US$1.6만
|
–
|
–
|
–
|
|
|
17
|
Edge Wealth Management
New York
|
US$1.5만
|
–
|
–
|
–
|
|
|
18
|
Lenox Wealth Advisors
New York
|
US$1.5만
|
–
|
–
|
–
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
US$1.5만
|
+US$1.5만
|
+249
|
신규
|
|
|
20
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
US$8천
|
+US$8천
|
+125
|
신규
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
US$6천
|
+US$6천
|
+95
|
신규
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
US$3천
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$2천
|
–
|
–
|
–
|
|
|
24
|
Sonora Investment Management
Tucson,
Arizona
|
US$1.8천
|
–
|
–
|
–
|
|
|
25
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-US$350만
|
-45,506
|
청산됨
|
|
