|
1
|
Creative Planning
Overland Park,
Kansas
|
$27億
|
+$1.68億
|
+1,407,868
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.8億
|
+$1.59億
|
+1,336,636
|
+20%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.19億
|
-$1224万
|
-102,627
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.32億
|
+$7582万
|
+635,647
|
+23%
|
|
|
5
|
|
$4.25億
|
+$1283万
|
+107,581
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$3.86億
|
+$7298万
|
+611,831
|
+25%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.74億
|
+$6148万
|
+515,376
|
+21%
|
|
|
8
|
Mason Investment Advisory Services
Reston,
Virginia
|
$3.52億
|
-$107万
|
-9,009
|
-0.3%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.31億
|
-$2600万
|
-217,977
|
-8%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.26億
|
+$2627万
|
+220,228
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99億
|
-$1141万
|
-95,640
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.85億
|
+$6483万
|
+543,529
|
+31%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$2.41億
|
+$5286万
|
+443,148
|
+30%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$2.25億
|
+$4668万
|
+391,319
|
+28%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.01億
|
+$1883万
|
+157,852
|
+11%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.92億
|
+$903万
|
+75,690
|
+5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$1.79億
|
+$247万
|
+20,680
|
+1%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.73億
|
+$2099万
|
+175,962
|
+15%
|
|
|
19
|
Unison Advisors
Washington,
District of Columbia
|
$1.67億
|
+$87.2万
|
+7,308
|
+0.6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.62億
|
-$782万
|
-65,547
|
-5%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$1.45億
|
-$487万
|
-40,839
|
-3%
|
|
|
22
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$1.41億
|
+$1.35億
|
+1,133,259
|
新規
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.4億
|
+$1.33億
|
+1,118,711
|
+278,286%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.33億
|
-$279万
|
-23,399
|
-2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.32億
|
+$3636万
|
+304,861
|
+40%
|
|
