|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.41億
|
-$1271万
|
-407,248
|
-8%
|
|
|
2
|
|
$7584万
|
-$3702万
|
-1,185,732
|
-33%
|
|
|
3
|
|
$7223万
|
-$122万
|
-39,031
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5058万
|
+$37.9万
|
+12,154
|
+0.8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3982万
|
-$550万
|
-176,128
|
-12%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$3746万
|
+$1240万
|
+397,199
|
+51%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$2903万
|
-$6.69万
|
-2,144
|
-0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2144万
|
-$1149万
|
-367,898
|
-35%
|
|
|
9
|
|
$1961万
|
-$66.6万
|
-21,345
|
-3%
|
|
|
10
|
SigFig Wealth Management
San Francisco,
California
|
$1680万
|
+$215万
|
+69,005
|
+15%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1678万
|
+$280万
|
+89,568
|
+21%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1652万
|
-$97.8万
|
-31,319
|
-6%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1413万
|
+$546万
|
+174,811
|
+65%
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1332万
|
+$70.6万
|
+22,614
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1256万
|
+$412万
|
+131,869
|
+50%
|
|
|
16
|
North American Management
Boston,
Massachusetts
|
$1014万
|
+$997万
|
+319,281
|
新規
|
|
|
17
|
LPL Financial
San Diego,
California
|
$906万
|
+$188万
|
+60,141
|
+27%
|
|
|
18
|
Lucia Wealth Services
San Diego,
California
|
$863万
|
-$223万
|
-71,312
|
-21%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$859万
|
+$378万
|
+121,222
|
+81%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$855万
|
-$71.9万
|
-23,042
|
-8%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$837万
|
-$349万
|
-111,770
|
-30%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$817万
|
-$76.8万
|
-24,603
|
-9%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$620万
|
+$24.9万
|
+7,978
|
+4%
|
|
|
24
|
Trilogy Capital
Irvine,
California
|
$588万
|
-$11.9万
|
-3,802
|
-2%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$547万
|
+$69.8万
|
+22,356
|
+15%
|
|
