|
1
|
Bank of America
Charlotte,
North Carolina
|
$7807万
|
+$493万
|
+142,413
|
+7%
|
|
|
2
|
|
$6857万
|
+$1009万
|
+291,772
|
+18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4084万
|
+$293万
|
+84,832
|
+8%
|
|
|
4
|
Accredited Investors
Edina,
Minnesota
|
$3721万
|
-$2982万
|
-862,000
|
-45%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2879万
|
+$601万
|
+173,831
|
+27%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$2586万
|
+$220万
|
+63,475
|
+10%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
$1788万
|
+$110万
|
+31,812
|
+7%
|
|
|
8
|
|
$1567万
|
-$6.04万
|
-1,746
|
-0.4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1529万
|
-$126万
|
-36,560
|
-8%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1265万
|
+$10.5万
|
+3,035
|
+0.9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1138万
|
-$16.3万
|
-4,700
|
-1%
|
|
|
12
|
Cornerstone Capital
Palo Alto,
California
|
$934万
|
+$10.3万
|
+2,965
|
+1%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$881万
|
-$167万
|
-48,159
|
-16%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$834万
|
-$15.3万
|
-4,411
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$814万
|
-$33.4万
|
-9,663
|
-4%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$812万
|
+$45.4万
|
+13,120
|
+6%
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$805万
|
–
|
–
|
–
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$670万
|
-$48.5万
|
-14,012
|
-7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$661万
|
+$141万
|
+40,871
|
+28%
|
|
|
20
|
GM Advisory Group
Melville,
New York
|
$610万
|
+$29.9万
|
+8,645
|
+5%
|
|
|
21
|
American National Insurance
Galveston,
Texas
|
$559万
|
–
|
–
|
–
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$538万
|
+$432万
|
+124,773
|
+459%
|
|
|
23
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$515万
|
-$4,878
|
-141
|
-0.1%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$493万
|
+$134万
|
+38,789
|
+39%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$490万
|
-$11.5万
|
-3,319
|
-2%
|
|
