|
1
|
Creative Planning
Overland Park,
Kansas
|
$14.4億
|
+$9060万
|
+1,951,499
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6389万
|
+$36.8万
|
+7,919
|
+0.6%
|
|
|
3
|
Unison Advisors
Washington,
District of Columbia
|
$5252万
|
-$125万
|
-26,864
|
-2%
|
|
|
4
|
|
$3563万
|
+$11.7万
|
+2,516
|
+0.3%
|
|
|
5
|
|
$3010万
|
+$196万
|
+42,126
|
+7%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$2236万
|
+$116万
|
+24,902
|
+5%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$2124万
|
-$127万
|
-27,330
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2085万
|
-$51.5万
|
-11,094
|
-2%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1806万
|
-$2.61万
|
-563
|
-0.1%
|
|
|
10
|
Boston Financial Management
Boston,
Massachusetts
|
$1694万
|
+$22.4万
|
+4,831
|
+1%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1387万
|
+$31.7万
|
+6,823
|
+2%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$1323万
|
–
|
–
|
–
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1318万
|
-$6.04万
|
-1,302
|
-0.5%
|
|
|
14
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1293万
|
-$68.1万
|
-14,661
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1281万
|
+$176万
|
+37,832
|
+16%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$1186万
|
+$7.53万
|
+1,621
|
+0.6%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1182万
|
+$43.3万
|
+9,320
|
+4%
|
|
|
18
|
Relative Value Partners Group
|
$1103万
|
+$5,571
|
+120
|
+0.1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1070万
|
+$64.4万
|
+13,876
|
+6%
|
|
|
20
|
BIP Wealth
Atlanta,
Georgia
|
$1041万
|
+$129万
|
+27,887
|
+14%
|
|
|
21
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$1034万
|
+$22.9万
|
+4,934
|
+2%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$971万
|
-$24.2万
|
-5,212
|
-2%
|
|
|
23
|
Csenge Advisory Group
Clearwater,
Florida
|
$943万
|
+$35.2万
|
+7,584
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$928万
|
+$200万
|
+43,058
|
+28%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$859万
|
-$69.9万
|
-15,054
|
-8%
|
|
