|
1
|
Wells Fargo
San Francisco,
California
|
$1.17億
|
+$884万
|
+346,612
|
+8%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$1.17億
|
-$21.8万
|
-8,551
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.09億
|
-$1002万
|
-392,925
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8716万
|
+$4359万
|
+1,708,700
|
+101%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
$8490万
|
+$831万
|
+325,573
|
+11%
|
|
|
6
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8076万
|
-$2209万
|
-865,790
|
-22%
|
|
|
7
|
|
$6542万
|
+$466万
|
+182,545
|
+8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5239万
|
-$59.4万
|
-23,278
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4617万
|
-$1884万
|
-738,455
|
-29%
|
|
|
10
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$3910万
|
+$228万
|
+89,302
|
+6%
|
|
|
11
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$2829万
|
+$261万
|
+102,319
|
+10%
|
|
|
12
|
Insight Wealth Strategies
San Ramon,
California
|
$2823万
|
+$2821万
|
+1,105,715
|
新規
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2703万
|
+$849万
|
+332,731
|
+46%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$2095万
|
-$29.7万
|
-11,623
|
-1%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
$1717万
|
+$124万
|
+48,772
|
+8%
|
|
|
16
|
Demars Financial Group
Spokane Valley,
Washington
|
$1690万
|
+$213万
|
+83,576
|
+14%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1524万
|
+$305万
|
+119,371
|
+25%
|
|
|
18
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1490万
|
+$315万
|
+123,316
|
+27%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1476万
|
-$156万
|
-61,210
|
-10%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$1473万
|
+$50.8万
|
+19,905
|
+4%
|
|
|
21
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1350万
|
-$37万
|
-14,495
|
-3%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1311万
|
+$455万
|
+178,464
|
+54%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1247万
|
-$266万
|
-104,208
|
-18%
|
|
|
24
|
Parsons Capital Management
Providence,
Rhode Island
|
$1245万
|
-$38.6万
|
-15,121
|
-3%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1230万
|
+$98.7万
|
+38,697
|
+9%
|
|
