|
1
|
|
$1億
|
+$1438万
|
+286,873
|
+17%
|
|
|
2
|
|
$5147万
|
+$439万
|
+87,580
|
+9%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$2265万
|
+$224万
|
+44,648
|
+11%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1123万
|
-$30.3万
|
-6,043
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$933万
|
-$61.7万
|
-12,314
|
-6%
|
|
|
6
|
|
$895万
|
+$41.6万
|
+8,290
|
+5%
|
|
|
7
|
|
$851万
|
+$104万
|
+20,745
|
+14%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$789万
|
+$351万
|
+69,947
|
+81%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$764万
|
-$18.4万
|
-3,680
|
-2%
|
|
|
10
|
Mission Wealth Management
Santa Barbara,
California
|
$550万
|
+$8.37万
|
+1,670
|
+2%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$530万
|
+$87.8万
|
+17,520
|
+20%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$477万
|
+$45.5万
|
+9,070
|
+11%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$375万
|
+$185万
|
+36,941
|
+97%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$312万
|
+$4.45万
|
+887
|
+1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$253万
|
+$81.7万
|
+16,294
|
+48%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$253万
|
+$29万
|
+5,783
|
+13%
|
|
|
17
|
Fiduciary Trust
Boston,
Massachusetts
|
$244万
|
+$16万
|
+3,199
|
+7%
|
|
|
18
|
5T Wealth
Napa,
California
|
$209万
|
+$174万
|
+34,708
|
+513%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$201万
|
-$39.1万
|
-7,803
|
-16%
|
|
|
20
|
|
$190万
|
+$189万
|
+37,662
|
新規
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$188万
|
-$14.7万
|
-2,924
|
-7%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$154万
|
+$153万
|
+30,488
|
+508,133%
|
|
|
23
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$151万
|
-$12.2万
|
-2,438
|
-8%
|
|
|
24
|
|
$143万
|
+$142万
|
+28,342
|
新規
|
|
|
25
|
Fairway Wealth
Independence,
Ohio
|
$142万
|
+$18.5万
|
+3,683
|
+15%
|
|
