|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.11億
|
-$72.3万
|
-35,730
|
-0.7%
|
|
|
2
|
|
$3814万
|
-$478万
|
-236,610
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$3672万
|
+$14.2万
|
+7,015
|
+0.4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$3131万
|
+$782万
|
+386,510
|
+35%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2287万
|
+$87.4万
|
+43,240
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1882万
|
-$341万
|
-168,465
|
-16%
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1781万
|
-$349万
|
-172,425
|
-17%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$1746万
|
+$6.58万
|
+3,255
|
+0.4%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1586万
|
+$1541万
|
+762,180
|
新規
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1570万
|
-$84.2万
|
-41,650
|
-5%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$1518万
|
+$881万
|
+435,595
|
+148%
|
|
|
12
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1410万
|
-$1296万
|
-640,660
|
-49%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1373万
|
-$41.4万
|
-20,490
|
-3%
|
|
|
14
|
Kinsight LLC
Birmingham,
Alabama
|
$1104万
|
+$60.7万
|
+30,025
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1045万
|
+$236万
|
+116,670
|
+30%
|
|
|
16
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$830万
|
-$21.5万
|
-10,625
|
-3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$807万
|
-$110万
|
-54,195
|
-12%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$775万
|
+$57.2万
|
+28,300
|
+8%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$581万
|
-$37.2万
|
-18,380
|
-6%
|
|
|
20
|
ACG Wealth
Atlanta,
Georgia
|
$568万
|
+$14.8万
|
+7,305
|
+3%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$504万
|
+$12万
|
+5,930
|
+3%
|
|
|
22
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$484万
|
+$18.2万
|
+8,990
|
+4%
|
|
|
23
|
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
$476万
|
+$64万
|
+31,625
|
+16%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$475万
|
-$92.7万
|
-45,820
|
-17%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$464万
|
+$9.31万
|
+4,605
|
+2%
|
|
