|
1
|
Creative Planning
Overland Park,
Kansas
|
$11.3億
|
+$1億
|
+2,022,933
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4201万
|
+$646万
|
+130,183
|
+16%
|
|
|
3
|
|
$3265万
|
+$3628万
|
+731,341
|
新規
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$2528万
|
+$52.6万
|
+10,595
|
+2%
|
|
|
5
|
|
$2307万
|
+$76万
|
+15,322
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2168万
|
+$298万
|
+60,020
|
+14%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1967万
|
+$387万
|
+78,105
|
+22%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$1763万
|
-$27.5万
|
-5,536
|
-1%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1695万
|
+$67.4万
|
+13,584
|
+4%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1637万
|
+$142万
|
+28,684
|
+8%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$1539万
|
-$15.2万
|
-3,060
|
-0.9%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1310万
|
+$26.9万
|
+5,422
|
+2%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1277万
|
-$104万
|
-21,047
|
-7%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$1269万
|
–
|
–
|
–
|
|
|
15
|
America First Investment Advisors
Omaha,
Nebraska
|
$1264万
|
+$13.8万
|
+2,775
|
+1%
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1060万
|
+$87.8万
|
+17,704
|
+8%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$955万
|
-$65.5万
|
-13,212
|
-6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$895万
|
+$446万
|
+89,918
|
+80%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$851万
|
+$54.4万
|
+10,975
|
+6%
|
|
|
20
|
|
$754万
|
-$773万
|
-155,882
|
-48%
|
|
|
21
|
Neumann Capital Management
Foster City,
California
|
$713万
|
+$5.56万
|
+1,120
|
+0.7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$688万
|
+$410万
|
+82,629
|
+115%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$589万
|
+$14.3万
|
+2,885
|
+2%
|
|
|
24
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$534万
|
+$593万
|
+119,542
|
新規
|
|
|
25
|
LPL Financial
San Diego,
California
|
$506万
|
-$168万
|
-33,941
|
-23%
|
|
