|
1
|
Bank of America
Charlotte,
North Carolina
|
$7422万
|
+$387万
|
+60,611
|
+6%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$6513万
|
+$1446万
|
+226,437
|
+29%
|
|
|
3
|
|
$3676万
|
+$616万
|
+96,441
|
+20%
|
|
|
4
|
|
$3409万
|
+$463万
|
+72,442
|
+16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3146万
|
+$499万
|
+78,095
|
+19%
|
|
|
6
|
|
$2459万
|
+$281万
|
+44,011
|
+13%
|
|
|
7
|
|
$1718万
|
+$191万
|
+29,874
|
+13%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1695万
|
–
|
–
|
–
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1561万
|
+$79.3万
|
+12,415
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1369万
|
+$348万
|
+54,577
|
+34%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$1304万
|
+$419万
|
+65,640
|
+48%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$1211万
|
+$151万
|
+23,623
|
+14%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1102万
|
+$175万
|
+27,414
|
+19%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1055万
|
+$497万
|
+77,905
|
+90%
|
|
|
15
|
Private Ocean
San Rafael,
California
|
$944万
|
+$124万
|
+19,415
|
+15%
|
|
|
16
|
|
$917万
|
+$49.3万
|
+7,714
|
+2%
|
|
|
17
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$868万
|
+$550万
|
+86,202
|
+177%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$771万
|
+$17.1万
|
+2,680
|
+2%
|
|
|
19
|
Highland Private Wealth Management
Bellevue,
Washington
|
$694万
|
+$305万
|
+47,800
|
+80%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$555万
|
+$83.3万
|
+13,042
|
+18%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$530万
|
+$228万
|
+35,672
|
+76%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$502万
|
+$65.8万
|
+10,306
|
+15%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$431万
|
+$60.2万
|
+9,434
|
+16%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$372万
|
–
|
–
|
–
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$354万
|
+$6.18万
|
+968
|
+2%
|
|
