|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$7627万
|
+$754万
|
+288,712
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7223万
|
+$1083万
|
+414,798
|
+18%
|
|
|
3
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5028万
|
+$309万
|
+118,428
|
+7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2851万
|
+$471万
|
+180,578
|
+20%
|
|
|
5
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$2703万
|
+$791万
|
+302,944
|
+42%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2384万
|
+$2248万
|
+860,942
|
+2,059%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2192万
|
+$109万
|
+41,858
|
+5%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1718万
|
+$1698万
|
+650,372
|
新規
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$1612万
|
+$67.4万
|
+25,828
|
+4%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$1390万
|
+$1374万
|
+526,326
|
新規
|
|
|
11
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1311万
|
+$515万
|
+197,386
|
+66%
|
|
|
12
|
First Mercantile Trust
Cordova,
Tennessee
|
$1265万
|
+$13.4万
|
+5,124
|
+1%
|
|
|
13
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$1207万
|
+$27万
|
+10,336
|
+2%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$1113万
|
-$78.2万
|
-29,970
|
-7%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1099万
|
+$232万
|
+88,824
|
+27%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$1004万
|
+$68.7万
|
+26,300
|
+7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$916万
|
+$55.3万
|
+21,164
|
+6%
|
|
|
18
|
|
$891万
|
+$119万
|
+45,762
|
+16%
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$859万
|
+$515万
|
+197,226
|
+154%
|
|
|
20
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$776万
|
-$41.2万
|
-15,792
|
-5%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$772万
|
+$763万
|
+292,356
|
新規
|
|
|
22
|
Confluence Wealth Management
Portland,
Oregon
|
$742万
|
+$221万
|
+84,620
|
+43%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$703万
|
+$47.3万
|
+18,120
|
+7%
|
|
|
24
|
BSW Wealth Partners
Boulder,
Colorado
|
$668万
|
-$66.7万
|
-25,532
|
-9%
|
|
|
25
|
Rand Wealth
Baltimore,
Maryland
|
$615万
|
-$94.7万
|
-36,266
|
-13%
|
|
