|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.38億
|
-$2071万
|
-499,375
|
-4%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$2.26億
|
+$156万
|
+37,606
|
+0.7%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$2.09億
|
-$2212万
|
-533,356
|
-9%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.25億
|
+$970万
|
+233,982
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.2億
|
+$2995万
|
+722,218
|
+32%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$1.09億
|
+$6692万
|
+1,613,397
|
+159%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9973万
|
+$1.02億
|
+2,450,942
|
+7,163%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
$9571万
|
+$429万
|
+103,516
|
+5%
|
|
|
9
|
|
$6392万
|
+$719万
|
+173,472
|
+12%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$5291万
|
+$525万
|
+126,618
|
+11%
|
|
|
11
|
Evanson Financial
Mclean,
Virginia
|
$4859万
|
+$5022万
|
+1,210,764
|
新規
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$4858万
|
-$43.7万
|
-10,532
|
-0.9%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$4087万
|
-$167万
|
-40,355
|
-4%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$3932万
|
+$289万
|
+69,562
|
+8%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$3926万
|
-$104万
|
-24,990
|
-2%
|
|
|
16
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3846万
|
+$53.6万
|
+12,929
|
+1%
|
|
|
17
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$3549万
|
+$137万
|
+33,105
|
+4%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$3523万
|
-$13.8万
|
-3,326
|
-0.4%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3398万
|
+$619万
|
+149,160
|
+21%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3329万
|
+$92.9万
|
+22,393
|
+3%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$3306万
|
+$1050万
|
+253,103
|
+44%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3273万
|
-$378万
|
-91,203
|
-10%
|
|
|
23
|
|
$3154万
|
-$882万
|
-212,707
|
-21%
|
|
|
24
|
Premier Financial Group
Eureka,
California
|
$2966万
|
+$7.26万
|
+1,751
|
+0.2%
|
|
|
25
|
Planning Center Inc
Moline,
Illinois
|
$2799万
|
+$37.4万
|
+9,025
|
+1%
|
|
