|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.9億
|
-$1.03億
|
-2,034,309
|
-7%
|
|
|
2
|
HB Wealth Management
Atlanta,
Georgia
|
$6607万
|
-$687万
|
-135,844
|
-9%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4828万
|
+$2832万
|
+560,260
|
+143%
|
|
|
4
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4772万
|
-$4493万
|
-888,950
|
-49%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$4044万
|
+$4005万
|
+792,435
|
+13,488%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$3543万
|
+$1360万
|
+269,154
|
+63%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3211万
|
+$1526万
|
+301,956
|
+91%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3170万
|
+$714万
|
+141,258
|
+29%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3090万
|
+$908万
|
+179,654
|
+42%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$2759万
|
-$710万
|
-140,406
|
-20%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2664万
|
+$454万
|
+89,882
|
+21%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$2514万
|
+$595万
|
+117,772
|
+31%
|
|
|
13
|
Klingman & Associates
New York
|
$2481万
|
-$217万
|
-43,030
|
-8%
|
|
|
14
|
Weatherly Asset Management
Del Mar,
California
|
$2459万
|
-$190万
|
-37,554
|
-7%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$2274万
|
-$31.5万
|
-6,229
|
-1%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$2051万
|
-$358万
|
-70,880
|
-15%
|
|
|
17
|
Bridgewater Advisors
New York
|
$2032万
|
-$332万
|
-65,787
|
-14%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1873万
|
+$479万
|
+94,737
|
+34%
|
|
|
19
|
|
$1829万
|
+$1825万
|
+361,170
|
新規
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1796万
|
+$1037万
|
+205,180
|
+137%
|
|
|
21
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1770万
|
+$1766万
|
+349,453
|
新規
|
|
|
22
|
Auxano Advisors
Bellevue,
Washington
|
$1739万
|
-$199万
|
-39,407
|
-10%
|
|
|
23
|
Slow Capital
Greenbrae,
California
|
$1682万
|
-$395万
|
-78,243
|
-19%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1677万
|
+$419万
|
+82,920
|
+33%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1626万
|
-$162万
|
-32,086
|
-9%
|
|
