|
1
|
Creative Planning
Overland Park,
Kansas
|
$2億
|
-$64.1万
|
-8,752
|
-0.3%
|
|
|
2
|
|
$8310万
|
+$237万
|
+32,376
|
+3%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$6342万
|
–
|
–
|
–
|
|
|
4
|
|
$2739万
|
+$40.9万
|
+5,588
|
+2%
|
|
|
5
|
Cascade Financial Partners
San Diego,
California
|
$2287万
|
+$278万
|
+37,984
|
+14%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2278万
|
-$110万
|
-15,020
|
-5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2276万
|
-$38.7万
|
-5,283
|
-2%
|
|
|
8
|
BIP Wealth
Atlanta,
Georgia
|
$2245万
|
+$66.2万
|
+9,043
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1884万
|
+$107万
|
+14,628
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1497万
|
-$36.4万
|
-4,976
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$962万
|
+$2.01万
|
+275
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$929万
|
-$3.75万
|
-512
|
-0.4%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$837万
|
+$11.9万
|
+1,619
|
+1%
|
|
|
14
|
Evernest Financial Advisors
Carmel,
Indiana
|
$681万
|
-$6.35万
|
-867
|
-0.9%
|
|
|
15
|
Powers Advisory Group
Highland,
Illinois
|
$605万
|
-$16.9万
|
-2,313
|
-3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$590万
|
+$31.9万
|
+4,361
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$588万
|
+$17.2万
|
+2,355
|
+3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$573万
|
+$181万
|
+24,712
|
+47%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$545万
|
-$51.8万
|
-7,078
|
-9%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$500万
|
+$62.6万
|
+8,547
|
+15%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$476万
|
-$22.7万
|
-3,098
|
-5%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$455万
|
-$7.8万
|
-1,066
|
-2%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$405万
|
-$14.5万
|
-1,978
|
-4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$364万
|
+$184万
|
+25,197
|
+105%
|
|
|
25
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$317万
|
-$2.25万
|
-308
|
-0.7%
|
|
