|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.68億
|
+$9896万
|
+3,220,941
|
+143%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.41億
|
+$2410万
|
+784,469
|
+21%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$8285万
|
+$178万
|
+57,924
|
+2%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$7804万
|
+$7818万
|
+2,544,548
|
新規
|
|
|
5
|
|
$4462万
|
+$768万
|
+249,881
|
+21%
|
|
|
6
|
|
$2078万
|
–
|
–
|
–
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$1966万
|
+$389万
|
+126,560
|
+25%
|
|
|
8
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1700万
|
+$1702万
|
+554,127
|
新規
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1585万
|
+$116万
|
+37,740
|
+8%
|
|
|
10
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1389万
|
+$309万
|
+100,430
|
+28%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1366万
|
+$1368万
|
+445,407
|
新規
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1270万
|
+$225万
|
+73,357
|
+22%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1246万
|
-$10.9万
|
-3,541
|
-0.9%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$1217万
|
+$1022万
|
+332,605
|
+518%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$957万
|
+$791万
|
+257,581
|
+472%
|
|
|
16
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$869万
|
+$868万
|
+282,509
|
新規
|
|
|
17
|
3D Asset Management
Hartford,
Connecticut
|
$822万
|
+$15.3万
|
+4,986
|
+2%
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$746万
|
+$397万
|
+129,058
|
+113%
|
|
|
19
|
Hartford Financial Management
Hartford,
Connecticut
|
$670万
|
+$2.99万
|
+974
|
+0.4%
|
|
|
20
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$661万
|
+$662万
|
+215,580
|
新規
|
|
|
21
|
Boston Advisors
Boston,
Massachusetts
|
$658万
|
-$117万
|
-37,924
|
-15%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$619万
|
+$41.7万
|
+13,568
|
+7%
|
|
|
23
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$606万
|
-$35.4万
|
-11,522
|
-6%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$606万
|
+$61.3万
|
+19,959
|
+11%
|
|
|
25
|
UBP Investment Advisors
Geneva,
Switzerland
|
$604万
|
+$605万
|
+197,013
|
新規
|
|
