|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.29億
|
+$389万
|
+130,179
|
+2%
|
|
|
2
|
|
$1.42億
|
+$1319万
|
+441,818
|
+10%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$8500万
|
+$8720万
|
+2,920,187
|
+12,718%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$7528万
|
-$708万
|
-237,069
|
-8%
|
|
|
5
|
WealthTrust Fairport
Cleveland,
Ohio
|
$5832万
|
+$29万
|
+9,714
|
+0.5%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3781万
|
+$12.2万
|
+4,072
|
+0.3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$3731万
|
+$262万
|
+87,594
|
+7%
|
|
|
8
|
|
$3224万
|
-$143万
|
-47,891
|
-4%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$2745万
|
+$1827万
|
+611,958
|
+181%
|
|
|
10
|
Paracle Advisors
Mercer Island,
Washington
|
$2293万
|
-$5.16万
|
-1,728
|
-0.2%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$2270万
|
+$2233万
|
+747,795
|
+1,963%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1955万
|
+$899万
|
+300,914
|
+80%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1778万
|
+$233万
|
+78,089
|
+15%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1728万
|
+$1787万
|
+598,500
|
新規
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1676万
|
-$155万
|
-51,884
|
-8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1330万
|
+$462万
|
+154,705
|
+51%
|
|
|
17
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$981万
|
–
|
–
|
–
|
|
|
18
|
Bank of the West
Monterey Park,
California
|
$826万
|
+$53.4万
|
+17,899
|
+7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$688万
|
-$500万
|
-167,361
|
-41%
|
|
|
20
|
Private Vista
Chicago,
Illinois
|
$679万
|
-$149万
|
-49,989
|
-18%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$675万
|
+$330万
|
+110,393
|
+90%
|
|
|
22
|
Brinker Capital
Berwyn,
Pennsylvania
|
$661万
|
+$684万
|
+228,912
|
新規
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$556万
|
+$171万
|
+57,285
|
+42%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$504万
|
+$461万
|
+154,256
|
+769%
|
|
|
25
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$489万
|
+$484万
|
+161,982
|
+2,248%
|
|
