|
1
|
Strategic Financial Services
Utica,
New York
|
$2.12億
|
+$228万
|
+44,850
|
+1%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$1.27億
|
-$1.51億
|
-2,967,855
|
-56%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21億
|
-$1.44億
|
-2,838,709
|
-56%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5722万
|
+$1831万
|
+359,678
|
+51%
|
|
|
5
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3090万
|
+$511万
|
+100,478
|
+21%
|
|
|
6
|
|
$2901万
|
+$91.8万
|
+18,039
|
+3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2856万
|
-$3267万
|
-641,925
|
-55%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2659万
|
+$5.12万
|
+1,005
|
+0.2%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2454万
|
-$11.2万
|
-2,201
|
-0.5%
|
|
|
10
|
Financial Management Professionals
Austin,
Texas
|
$2310万
|
+$68.4万
|
+13,433
|
+3%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1719万
|
+$592万
|
+116,243
|
+57%
|
|
|
12
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1409万
|
+$131万
|
+25,692
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1037万
|
-$78.9万
|
-15,501
|
-7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$897万
|
+$6.55万
|
+1,286
|
+0.8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$753万
|
-$5.03万
|
-989
|
-0.7%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$703万
|
-$171万
|
-33,566
|
-20%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$673万
|
-$29.2万
|
-5,741
|
-4%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$664万
|
-$112万
|
-22,010
|
-15%
|
|
|
19
|
Wade Financial Advisory
Campbell,
California
|
$549万
|
+$16.6万
|
+3,266
|
+3%
|
|
|
20
|
|
$538万
|
+$511万
|
+100,306
|
新規
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$528万
|
-$42.8万
|
-8,405
|
-8%
|
|
|
22
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$461万
|
-$33.5万
|
-6,579
|
-7%
|
|
|
23
|
First Ascent Asset Management
Denver,
Colorado
|
$435万
|
+$28.3万
|
+5,551
|
+7%
|
|
|
24
|
Cora Capital Advisors
Marlton,
New Jersey
|
$350万
|
+$77.9万
|
+15,299
|
+31%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$340万
|
+$6,057
|
+119
|
+0.2%
|
|
