|
1
|
HM Payson & Co
Portland,
Maine
|
$1.29億
|
-$574万
|
-250,869
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9852万
|
+$344万
|
+150,498
|
+4%
|
|
|
3
|
|
$9137万
|
-$201万
|
-87,830
|
-2%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7919万
|
-$2492万
|
-1,089,340
|
-24%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6176万
|
+$1760万
|
+769,379
|
+40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5732万
|
+$250万
|
+109,145
|
+5%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$5578万
|
-$198万
|
-86,411
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5480万
|
+$68.5万
|
+29,962
|
+1%
|
|
|
9
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5351万
|
-$337万
|
-147,388
|
-6%
|
|
|
10
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4406万
|
+$286万
|
+125,130
|
+7%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$4369万
|
+$111万
|
+48,701
|
+3%
|
|
|
12
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$3642万
|
-$26.1万
|
-11,402
|
-0.7%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3641万
|
-$11万
|
-4,798
|
-0.3%
|
|
|
14
|
Summitry LLC
Foster City,
California
|
$3559万
|
+$57.5万
|
+25,135
|
+2%
|
|
|
15
|
Arax Advisory Partners
Denver,
Colorado
|
$3521万
|
+$3518万
|
+1,538,030
|
新規
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3381万
|
-$296万
|
-129,565
|
-8%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3230万
|
+$106万
|
+46,196
|
+3%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$3173万
|
-$696万
|
-304,217
|
-18%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$2917万
|
+$572万
|
+249,898
|
+24%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2336万
|
-$274万
|
-119,758
|
-11%
|
|
|
21
|
Krilogy Financial
St. Louis,
Missouri
|
$2273万
|
+$167万
|
+73,094
|
+8%
|
|
|
22
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2087万
|
+$12.7万
|
+5,539
|
+0.6%
|
|
|
23
|
Horizon Advisory Services
West Henrietta,
New York
|
$2054万
|
+$43.6万
|
+19,042
|
+2%
|
|
|
24
|
MKT Advisors
Escondido,
California
|
$1849万
|
+$73万
|
+31,926
|
+4%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1775万
|
-$153万
|
-66,901
|
-8%
|
|
