|
1
|
Bank of America
Charlotte,
North Carolina
|
$9815万
|
-$69.1万
|
-14,846
|
-0.7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$6917万
|
+$6794万
|
+1,460,302
|
+14,912%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4019万
|
-$150万
|
-32,242
|
-4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$3318万
|
–
|
–
|
–
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$2960万
|
+$58.4万
|
+12,544
|
+2%
|
|
|
6
|
Parsec Financial Management
Asheville,
North Carolina
|
$2780万
|
-$162万
|
-34,785
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2676万
|
+$132万
|
+28,377
|
+5%
|
|
|
8
|
|
$2253万
|
+$25.6万
|
+5,506
|
+1%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$1980万
|
+$1958万
|
+420,900
|
新規
|
|
|
10
|
Boston Financial Management
Boston,
Massachusetts
|
$1508万
|
+$5.56万
|
+1,194
|
+0.4%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$1472万
|
+$1456万
|
+312,894
|
新規
|
|
|
12
|
America First Investment Advisors
Omaha,
Nebraska
|
$1280万
|
+$3.01万
|
+647
|
+0.2%
|
|
|
13
|
Efficient Advisors
Mason,
Ohio
|
$1246万
|
+$18.7万
|
+4,009
|
+2%
|
|
|
14
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$1138万
|
+$6.14万
|
+1,319
|
+0.5%
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1120万
|
+$51.8万
|
+11,131
|
+5%
|
|
|
16
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$989万
|
+$57万
|
+12,260
|
+6%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$923万
|
+$38.4万
|
+8,247
|
+4%
|
|
|
18
|
|
$819万
|
+$576万
|
+123,848
|
+247%
|
|
|
19
|
Neumann Capital Management
Foster City,
California
|
$785万
|
+$31.5万
|
+6,771
|
+4%
|
|
|
20
|
Stratford Consulting
Addison,
Texas
|
$730万
|
+$19.8万
|
+4,250
|
+3%
|
|
|
21
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$700万
|
+$188万
|
+40,435
|
+37%
|
|
|
22
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$693万
|
+$6.6万
|
+1,418
|
+1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$685万
|
+$486万
|
+104,404
|
+254%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$640万
|
+$14.9万
|
+3,197
|
+2%
|
|
|
25
|
Community Financial Services Group
Newport,
Vermont
|
$621万
|
+$8.75万
|
+1,880
|
+1%
|
|
