|
1
|
|
$1.36億
|
+$271万
|
+39,766
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7406万
|
-$808万
|
-118,652
|
-10%
|
|
|
3
|
Worth Asset Management
Dallas,
Texas
|
$5162万
|
+$359万
|
+52,693
|
+8%
|
|
|
4
|
|
$4631万
|
+$123万
|
+18,002
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4074万
|
-$20.2万
|
-2,972
|
-0.5%
|
|
|
6
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3932万
|
+$17.9万
|
+2,633
|
+0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3912万
|
+$308万
|
+45,294
|
+9%
|
|
|
8
|
|
$3648万
|
-$331万
|
-48,534
|
-8%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$3582万
|
+$40.3万
|
+5,921
|
+1%
|
|
|
10
|
Consilium Wealth Advisory
Richardson,
Texas
|
$3188万
|
+$250万
|
+36,730
|
+9%
|
|
|
11
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$3151万
|
+$280万
|
+41,160
|
+10%
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2705万
|
+$241万
|
+35,376
|
+10%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2339万
|
-$39.5万
|
-5,805
|
-2%
|
|
|
14
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$2255万
|
+$30.3万
|
+4,455
|
+1%
|
|
|
15
|
Madrid Financial Services
Manhattan Beach,
California
|
$2125万
|
+$228万
|
+33,525
|
+12%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2085万
|
+$152万
|
+22,365
|
+8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$2015万
|
+$25.7万
|
+3,773
|
+1%
|
|
|
18
|
BSW Wealth Partners
Boulder,
Colorado
|
$1925万
|
+$172万
|
+25,313
|
+10%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$1715万
|
-$59.3万
|
-8,707
|
-3%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$1680万
|
+$72.5万
|
+10,639
|
+5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1584万
|
+$91.8万
|
+13,482
|
+6%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1507万
|
+$475万
|
+69,717
|
+47%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1303万
|
-$154万
|
-22,630
|
-11%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1279万
|
+$33.1万
|
+4,855
|
+3%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1239万
|
+$116万
|
+17,050
|
+11%
|
|
