|
1
|
Peak Financial Management
Wellesley,
Massachusetts
|
$924万
|
+$81.3万
|
+36,876
|
+10%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$430万
|
+$47.6万
|
+21,576
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$335万
|
+$64.7万
|
+29,363
|
+25%
|
|
|
4
|
|
$273万
|
+$17.2万
|
+7,783
|
+7%
|
|
|
5
|
Proficio Capital Partners
Newton,
Massachusetts
|
$103万
|
–
|
–
|
–
|
|
|
6
|
Virtu KCG Holdings
New York
|
$85.3万
|
-$3,681
|
-167
|
-0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$74.2万
|
+$8.06万
|
+3,659
|
+12%
|
|
|
8
|
Aviance Capital Management
Sarasota,
Florida
|
$69.8万
|
+$5,554
|
+252
|
+0.8%
|
|
|
9
|
Partnervest Advisory Services
Santa Barbara,
California
|
$50.5万
|
-$6.81万
|
-3,091
|
-12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$41.1万
|
+$2,292
|
+104
|
+0.6%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$39.8万
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.3万
|
+$13.7万
|
+6,215
|
+55%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$24.9万
|
-$5.97万
|
-2,710
|
-20%
|
|
|
14
|
Lattice Strategies
Wayne,
Pennsylvania
|
$20.9万
|
+$20.5万
|
+9,290
|
新規
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$16.6万
|
+$4.2万
|
+1,904
|
+35%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$16.3万
|
+$6.06万
|
+2,750
|
+61%
|
|
|
17
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$14.3万
|
+$14万
|
+6,365
|
新規
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$12.6万
|
-$4.47万
|
-2,027
|
-27%
|
|
|
19
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$11.3万
|
-$5,863
|
-266
|
-5%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.8万
|
+$683
|
+31
|
+0.9%
|
|
|
21
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.7万
|
-$24万
|
-10,875
|
-81%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$5.2万
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5万
|
+$2.26万
|
+1,027
|
+85%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$4.7万
|
–
|
–
|
–
|
|
|
25
|
WFG Advisors
Dallas,
Texas
|
$4.5万
|
–
|
–
|
–
|
|
