|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3260万
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$516万
|
+$237万
|
+89,093
|
+87%
|
|
|
3
|
|
$322万
|
+$126万
|
+47,369
|
+66%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$238万
|
+$85.2万
|
+31,997
|
+57%
|
|
|
5
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$189万
|
+$186万
|
+70,000
|
新規
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$181万
|
+$101万
|
+38,019
|
+130%
|
|
|
7
|
Bailard
Foster City,
California
|
$181万
|
+$37.8万
|
+14,195
|
+27%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$148万
|
+$19.5万
|
+7,315
|
+15%
|
|
|
9
|
|
$132万
|
+$50.1万
|
+18,833
|
+63%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$108万
|
+$3万
|
+1,128
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101万
|
+$6.22万
|
+2,335
|
+7%
|
|
|
12
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$58万
|
+$57.2万
|
+21,494
|
新規
|
|
|
13
|
Retirement Capital Strategies
San Jose,
California
|
$45.9万
|
+$45.2万
|
+16,990
|
新規
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.9万
|
+$44.4万
|
+16,670
|
新規
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$40.2万
|
+$18.9万
|
+7,108
|
+91%
|
|
|
16
|
Main Management
San Francisco,
California
|
$38万
|
+$21.5万
|
+8,084
|
+135%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$36.9万
|
+$1.98万
|
+742
|
+6%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$35万
|
+$12.6万
|
+4,740
|
+58%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$33.7万
|
+$16.3万
|
+6,135
|
+97%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$33.3万
|
–
|
–
|
–
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$31.4万
|
+$2.08万
|
+780
|
+7%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$31万
|
–
|
–
|
–
|
|
|
23
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$29.5万
|
–
|
–
|
–
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$21.6万
|
+$21.3万
|
+8,005
|
新規
|
|
|
25
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$16.5万
|
-$160
|
-6
|
-0.1%
|
|
