|
1
|
AssetMark Inc
Concord,
California
|
$37.3億
|
-$402万
|
-47,136
|
-0.1%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$16.6億
|
+$1995万
|
+233,798
|
+1%
|
|
|
3
|
|
$11.6億
|
+$3529万
|
+413,542
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.84億
|
-$981万
|
-114,985
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.13億
|
+$510万
|
+59,786
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.53億
|
-$342万
|
-40,033
|
-0.8%
|
|
|
7
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$3.78億
|
–
|
–
|
–
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.69億
|
-$1276万
|
-149,555
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.42億
|
-$840万
|
-98,436
|
-2%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.2億
|
+$7936万
|
+929,922
|
+34%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.12億
|
-$20.3万
|
-2,377
|
-0.1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.88億
|
-$4066万
|
-476,481
|
-13%
|
|
|
13
|
|
$2.62億
|
+$2374万
|
+278,132
|
+10%
|
|
|
14
|
Angeles Wealth Management
Santa Monica,
California
|
$2.52億
|
+$116万
|
+13,641
|
+0.5%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.29億
|
-$496万
|
-58,099
|
-2%
|
|
|
16
|
Howard Capital Management
Roswell,
Georgia
|
$2億
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.95億
|
-$938万
|
-109,944
|
-5%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$1.87億
|
-$367万
|
-43,024
|
-2%
|
|
|
19
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.62億
|
+$1812万
|
+212,352
|
+13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.3億
|
+$391万
|
+45,757
|
+3%
|
|
|
21
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.21億
|
-$35.7万
|
-4,178
|
-0.3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.07億
|
+$213万
|
+24,973
|
+2%
|
|
|
23
|
Falcon Wealth Planning
Ontario,
California
|
$1.05億
|
+$254万
|
+29,809
|
+3%
|
|
|
24
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.05億
|
+$155万
|
+18,178
|
+2%
|
|
|
25
|
Portfolio Strategies
Monsey,
New York
|
$1.03億
|
+$24.3万
|
+2,853
|
+0.2%
|
|
