|
1
|
Nuveen
Charlotte,
North Carolina
|
$2846万
|
-$558万
|
-200,000
|
-17%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$339万
|
+$153万
|
+54,993
|
+86%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$324万
|
+$33.5万
|
+12,029
|
+12%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$158万
|
+$56.2万
|
+20,156
|
+57%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$65.4万
|
+$63.4万
|
+22,762
|
新規
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$52.5万
|
–
|
–
|
–
|
|
|
7
|
Whittier Trust
South Pasadena,
California
|
$48.3万
|
–
|
–
|
–
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$40.8万
|
+$5.95万
|
+2,133
|
+17%
|
|
|
9
|
Harborview Advisors
Portland,
Maine
|
$32.7万
|
+$10万
|
+3,574
|
+45%
|
|
|
10
|
Paracle Advisors
Mercer Island,
Washington
|
$27.3万
|
–
|
–
|
–
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$26.3万
|
-$4.4万
|
-1,580
|
-15%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$25.5万
|
+$25万
|
+8,955
|
新規
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
$15.7万
|
-$63.3万
|
-22,714
|
-81%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12.9万
|
+$1,923
|
+69
|
+2%
|
|
|
15
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$11万
|
+$10.8万
|
+3,885
|
新規
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$10.4万
|
+$8,307
|
+298
|
+9%
|
|
|
17
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$10.4万
|
+$1.03万
|
+370
|
+11%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.1万
|
–
|
–
|
–
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$5万
|
–
|
–
|
–
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$4.6万
|
+$2.02万
|
+724
|
+81%
|
|
|
21
|
|
$3.7万
|
+$3.65万
|
+1,308
|
新規
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3万
|
+$1.35万
|
+486
|
+154%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2万
|
+$1.01万
|
+362
|
+111%
|
|
|
24
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1.5万
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$5,000
|
–
|
–
|
–
|
|
