|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.92億
|
+$1238万
|
+371,493
|
+7%
|
|
|
2
|
|
$1.46億
|
-$2204万
|
-661,528
|
-13%
|
|
|
3
|
|
$7334万
|
+$7267万
|
+2,181,506
|
新規
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5453万
|
+$2826万
|
+848,305
|
+110%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4076万
|
+$1369万
|
+410,915
|
+51%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$2643万
|
-$13.3万
|
-3,990
|
-0.5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2559万
|
+$746万
|
+223,825
|
+42%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2479万
|
+$423万
|
+126,848
|
+21%
|
|
|
9
|
RPTC Inc
Jackson,
Wyoming
|
$1948万
|
+$41.7万
|
+12,515
|
+2%
|
|
|
10
|
|
$1826万
|
-$586万
|
-175,801
|
-24%
|
|
|
11
|
Lucia Wealth Services
San Diego,
California
|
$1312万
|
+$1300万
|
+390,194
|
新規
|
|
|
12
|
|
$1235万
|
+$1224万
|
+367,337
|
新規
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$1194万
|
+$340万
|
+102,024
|
+40%
|
|
|
14
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$955万
|
-$4752万
|
-1,426,461
|
-83%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$876万
|
+$749万
|
+224,741
|
+628%
|
|
|
16
|
First Foundation Advisors
Irvine,
California
|
$869万
|
+$500万
|
+149,998
|
+138%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$854万
|
+$324万
|
+97,364
|
+62%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$732万
|
-$349万
|
-104,670
|
-32%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$668万
|
+$17.1万
|
+5,119
|
+3%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$666万
|
+$20.6万
|
+6,193
|
+3%
|
|
|
21
|
|
$640万
|
-$4.68万
|
-1,404
|
-0.7%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$543万
|
+$86.4万
|
+25,927
|
+19%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$518万
|
+$23.7万
|
+7,104
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$471万
|
+$165万
|
+49,465
|
+55%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$453万
|
+$23.9万
|
+7,167
|
+6%
|
|
