|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$528万
|
+$15.1万
|
+5,569
|
+3%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$482万
|
+$481万
|
+177,473
|
新規
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$469万
|
+$3.96万
|
+1,462
|
+0.9%
|
|
|
4
|
|
$452万
|
+$83.1万
|
+30,634
|
+23%
|
|
|
5
|
Praetorian Wealth Management
Carmel,
California
|
$320万
|
+$88.8万
|
+32,755
|
+38%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$252万
|
-$4.07万
|
-1,501
|
-2%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$132万
|
+$4.99万
|
+1,842
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$125万
|
-$6,967
|
-257
|
-0.6%
|
|
|
9
|
Prism Advisors
Studio City,
California
|
$121万
|
+$3万
|
+1,107
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$110万
|
+$15.9万
|
+5,876
|
+17%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$97.5万
|
+$23.9万
|
+8,803
|
+32%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92.4万
|
+$9.39万
|
+3,463
|
+11%
|
|
|
13
|
CGN Advisors
Manhattan,
Kansas
|
$84.9万
|
+$4.26万
|
+1,573
|
+5%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$62.5万
|
+$62.4万
|
+23,016
|
新規
|
|
|
15
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$51.5万
|
+$17.9万
|
+6,592
|
+53%
|
|
|
16
|
Sandy Spring Bank
Olney,
Maryland
|
$44.7万
|
+$5.22万
|
+1,926
|
+13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$38万
|
+$2,955
|
+109
|
+0.8%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$37.2万
|
-$50.9万
|
-18,767
|
-58%
|
|
|
19
|
Regions Financial Corp
Birmingham,
Alabama
|
$37万
|
+$4,988
|
+184
|
+1%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$35.5万
|
+$35.5万
|
+13,095
|
新規
|
|
|
21
|
WrapManager Inc
Mill Valley,
California
|
$35万
|
–
|
–
|
–
|
|
|
22
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$33.9万
|
–
|
–
|
–
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$33.2万
|
+$705
|
+26
|
+0.2%
|
|
|
24
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$32.6万
|
–
|
–
|
–
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$30.9万
|
+$5.96万
|
+2,198
|
+24%
|
|
