|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.03億
|
+$785万
|
+98,789
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.12億
|
+$460万
|
+57,980
|
+4%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$1.06億
|
+$210万
|
+26,478
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$1億
|
+$431万
|
+54,224
|
+4%
|
|
|
5
|
Cannon Financial Strategists
Athens,
Georgia
|
$7130万
|
+$370万
|
+46,573
|
+5%
|
|
|
6
|
|
$6755万
|
+$178万
|
+22,402
|
+3%
|
|
|
7
|
Goelzer Investment Management
Carmel,
Indiana
|
$6568万
|
+$206万
|
+25,948
|
+3%
|
|
|
8
|
NorthRock Partners
Minneapolis,
Minnesota
|
$5644万
|
+$224万
|
+28,208
|
+4%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5106万
|
+$164万
|
+20,668
|
+3%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$4751万
|
+$545万
|
+68,634
|
+13%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4330万
|
+$2634万
|
+331,607
|
+150%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$3744万
|
-$7.66万
|
-965
|
-0.2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3717万
|
+$861万
|
+108,380
|
+30%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2798万
|
-$49.4万
|
-6,220
|
-2%
|
|
|
15
|
Equitable Holdings
New York
|
$2791万
|
-$153万
|
-19,277
|
-5%
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$2772万
|
+$181万
|
+22,815
|
+7%
|
|
|
17
|
Trilogy Capital
Irvine,
California
|
$2672万
|
+$77.2万
|
+9,718
|
+3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2592万
|
-$1156万
|
-145,558
|
-31%
|
|
|
19
|
Evensky & Katz
Coral Gables,
Florida
|
$2446万
|
-$22.9万
|
-2,879
|
-0.9%
|
|
|
20
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2321万
|
+$28.2万
|
+3,553
|
+1%
|
|
|
21
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$2260万
|
+$28.3万
|
+3,567
|
+1%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$2151万
|
+$23.5万
|
+2,958
|
+1%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2130万
|
+$93.4万
|
+11,759
|
+5%
|
|
|
24
|
|
$2109万
|
-$114万
|
-14,385
|
-5%
|
|
|
25
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2020万
|
+$195万
|
+24,518
|
+11%
|
|
