|
1
|
Aspiriant LLC
Los Angeles,
California
|
$8981万
|
-$775万
|
-176,796
|
-8%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$3308万
|
-$78.3万
|
-17,874
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2280万
|
+$614万
|
+140,181
|
+38%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$1201万
|
-$7.01万
|
-1,599
|
-0.6%
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$1104万
|
+$186万
|
+42,372
|
+21%
|
|
|
6
|
|
$917万
|
+$138万
|
+31,446
|
+18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$842万
|
-$1014万
|
-231,486
|
-55%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$699万
|
+$18.5万
|
+4,221
|
+3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$696万
|
+$432万
|
+98,526
|
+173%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$537万
|
+$240万
|
+54,798
|
+84%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$518万
|
-$22.6万
|
-5,160
|
-4%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$487万
|
-$36.4万
|
-8,316
|
-7%
|
|
|
13
|
|
$480万
|
-$5.82万
|
-1,329
|
-1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$408万
|
+$59.1万
|
+13,494
|
+17%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$405万
|
+$134万
|
+30,555
|
+51%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$401万
|
+$14.9万
|
+3,399
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330万
|
+$14.9万
|
+3,411
|
+5%
|
|
|
18
|
Asset Management Group
Stamford,
Connecticut
|
$318万
|
-$1.83万
|
-417
|
-0.6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$316万
|
+$104万
|
+23,697
|
+50%
|
|
|
20
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$308万
|
+$265万
|
+60,484
|
新規
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$291万
|
-$28.1万
|
-6,417
|
-9%
|
|
|
22
|
|
$255万
|
-$733万
|
-167,223
|
-75%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$246万
|
+$241万
|
+54,927
|
新規
|
|
|
24
|
Howland Capital Management
Boston,
Massachusetts
|
$242万
|
–
|
–
|
–
|
|
|
25
|
Boston Partners
Boston,
Massachusetts
|
$218万
|
–
|
–
|
–
|
|
