|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.01億
|
+$429万
|
+104,570
|
+2%
|
|
|
2
|
|
$1.18億
|
+$791万
|
+193,093
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7111万
|
+$984万
|
+240,208
|
+16%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7040万
|
+$209万
|
+50,982
|
+3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$4397万
|
+$725万
|
+176,857
|
+20%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2974万
|
+$523万
|
+127,682
|
+21%
|
|
|
7
|
Accredited Investors
Edina,
Minnesota
|
$2247万
|
-$423万
|
-103,126
|
-16%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$1813万
|
+$11.6万
|
+2,838
|
+0.6%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1367万
|
+$327万
|
+79,777
|
+31%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$1301万
|
+$147万
|
+35,832
|
+13%
|
|
|
11
|
Cornerstone Capital
Palo Alto,
California
|
$1284万
|
+$63.8万
|
+15,557
|
+5%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1097万
|
+$124万
|
+30,326
|
+13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1074万
|
+$177万
|
+43,173
|
+20%
|
|
|
14
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$1037万
|
–
|
–
|
–
|
|
|
15
|
Private Vista
Chicago,
Illinois
|
$999万
|
-$312万
|
-76,065
|
-25%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$944万
|
+$15.2万
|
+3,702
|
+2%
|
|
|
17
|
GM Advisory Group
Melville,
New York
|
$856万
|
+$43.2万
|
+10,535
|
+5%
|
|
|
18
|
Linscomb Wealth
Houston,
Texas
|
$827万
|
+$9.24万
|
+2,254
|
+1%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$798万
|
-$6.89万
|
-1,682
|
-0.9%
|
|
|
20
|
|
$768万
|
+$768万
|
+187,337
|
新規
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$721万
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$543万
|
+$59.7万
|
+14,575
|
+12%
|
|
|
23
|
Fusion Family Wealth
Woodbury,
New York
|
$539万
|
+$10.3万
|
+2,513
|
+2%
|
|
|
24
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$518万
|
-$23.3万
|
-5,690
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$511万
|
+$44.3万
|
+10,799
|
+9%
|
|
