|
1
|
State Street
Boston,
Massachusetts
|
$3.16億
|
+$165万
|
+57,182
|
+0.5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$6741万
|
-$11.6万
|
-4,042
|
-0.2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4387万
|
+$4394万
|
+1,526,460
|
新規
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
$2340万
|
-$103万
|
-35,644
|
-4%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$1757万
|
+$193万
|
+67,140
|
+12%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1727万
|
+$1730万
|
+600,998
|
新規
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1695万
|
+$68.2万
|
+23,701
|
+4%
|
|
|
8
|
Focused Wealth Management
Newburgh,
New York
|
$1569万
|
+$1571万
|
+545,774
|
新規
|
|
|
9
|
Bluefin Capital Management
New York
|
$1485万
|
+$1487万
|
+516,767
|
新規
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1430万
|
-$8.67万
|
-3,013
|
-0.6%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$1204万
|
+$1222万
|
+424,716
|
新規
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1166万
|
+$1168万
|
+405,774
|
新規
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$1099万
|
+$1101万
|
+382,544
|
新規
|
|
|
14
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1065万
|
+$1072万
|
+372,564
|
新規
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1028万
|
+$22.5万
|
+7,819
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$1007万
|
+$41.9万
|
+14,556
|
+4%
|
|
|
17
|
Horan Capital Management
Hunt Valley,
Maryland
|
$992万
|
+$993万
|
+345,126
|
新規
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$977万
|
+$252万
|
+87,539
|
+35%
|
|
|
19
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$906万
|
+$907万
|
+315,162
|
新規
|
|
|
20
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$872万
|
+$873万
|
+303,404
|
新規
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$741万
|
+$742万
|
+257,858
|
新規
|
|
|
22
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$660万
|
+$678万
|
+235,452
|
新規
|
|
|
23
|
WealthPLAN Partners
Omaha,
Nebraska
|
$621万
|
+$622万
|
+216,080
|
新規
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$617万
|
+$619万
|
+214,959
|
新規
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
$551万
|
–
|
–
|
–
|
|
