|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.38億
|
-$610万
|
-80,558
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.27億
|
+$957万
|
+126,341
|
+8%
|
|
|
3
|
|
$7226万
|
+$297万
|
+39,193
|
+4%
|
|
|
4
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$5855万
|
+$20.3万
|
+2,679
|
+0.4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5345万
|
+$205万
|
+27,107
|
+4%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$5170万
|
-$220万
|
-28,996
|
-4%
|
|
|
7
|
Integrity Alliance
Urbandale,
Iowa
|
$4379万
|
+$2276万
|
+300,462
|
+114%
|
|
|
8
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4017万
|
+$434万
|
+57,249
|
+12%
|
|
|
9
|
Team Financial Group
Temecula,
California
|
$3558万
|
+$50.3万
|
+6,638
|
+1%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$2973万
|
+$765万
|
+101,006
|
+36%
|
|
|
11
|
Financial Gravity Companies
Lakeway,
Texas
|
$2367万
|
+$2305万
|
+304,306
|
新規
|
|
|
12
|
IEQ Capital
Foster City,
California
|
$2063万
|
–
|
–
|
–
|
|
|
13
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$1820万
|
+$1190万
|
+157,119
|
+204%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1547万
|
+$15.7万
|
+2,069
|
+1%
|
|
|
15
|
Stenger Family Office
Naperville,
Illinois
|
$1433万
|
-$58.7万
|
-7,748
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1365万
|
-$121万
|
-15,942
|
-8%
|
|
|
17
|
|
$1336万
|
+$36万
|
+4,756
|
+3%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1097万
|
-$2.67万
|
-352
|
-0.2%
|
|
|
19
|
Maia Wealth
Denver,
Colorado
|
$931万
|
+$178万
|
+23,437
|
+24%
|
|
|
20
|
Eastern Bank
Boston,
Massachusetts
|
$911万
|
+$52.8万
|
+6,970
|
+6%
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$835万
|
+$685万
|
+90,485
|
+536%
|
|
|
22
|
Marietta Wealth Management
Marietta,
Georgia
|
$774万
|
-$8,636
|
-114
|
-0.1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$702万
|
+$22.1万
|
+2,912
|
+3%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$692万
|
-$6.17万
|
-815
|
-0.9%
|
|
|
25
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$661万
|
+$2.67万
|
+353
|
+0.4%
|
|
