|
1
|
Charles Schwab
San Francisco,
California
|
$1.33億
|
+$1913万
|
+729,876
|
+17%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.16億
|
+$631万
|
+240,706
|
+6%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7850万
|
+$579万
|
+220,974
|
+8%
|
|
|
4
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5950万
|
-$193万
|
-73,528
|
-3%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$5547万
|
+$2838万
|
+1,083,076
|
+105%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4910万
|
+$1084万
|
+413,744
|
+28%
|
|
|
7
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4016万
|
+$2125万
|
+810,984
|
+112%
|
|
|
8
|
Total Investment Management
Scottsdale,
Arizona
|
$2964万
|
+$179万
|
+68,362
|
+6%
|
|
|
9
|
Krilogy Financial
St. Louis,
Missouri
|
$2756万
|
+$49.9万
|
+19,030
|
+2%
|
|
|
10
|
Apriem Advisors
Irvine,
California
|
$2623万
|
+$1646万
|
+627,928
|
+168%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2542万
|
+$62.5万
|
+23,840
|
+3%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2512万
|
+$75.5万
|
+28,806
|
+3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2230万
|
+$219万
|
+83,522
|
+11%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$1957万
|
+$371万
|
+141,512
|
+23%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1879万
|
+$1763万
|
+672,830
|
+1,493%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1674万
|
+$280万
|
+107,032
|
+20%
|
|
|
17
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1628万
|
+$20.9万
|
+7,990
|
+1%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$1545万
|
+$541万
|
+206,460
|
+54%
|
|
|
19
|
BSW Wealth Partners
Boulder,
Colorado
|
$1514万
|
+$89.8万
|
+34,272
|
+6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1470万
|
+$47.9万
|
+18,268
|
+3%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1444万
|
+$148万
|
+56,342
|
+11%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1405万
|
+$124万
|
+47,314
|
+10%
|
|
|
23
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1387万
|
-$263万
|
-100,396
|
-16%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1335万
|
+$1336万
|
+509,976
|
新規
|
|
|
25
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1311万
|
+$53.3万
|
+20,328
|
+4%
|
|
