|
1
|
LPL Financial
San Diego,
California
|
$6.08億
|
-$321万
|
-46,301
|
-0.6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.4億
|
+$343万
|
+49,444
|
+2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$2.22億
|
+$8038万
|
+1,158,184
|
+64%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$2.16億
|
-$983万
|
-141,678
|
-5%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$2.05億
|
+$580万
|
+83,506
|
+3%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.95億
|
+$2984万
|
+429,954
|
+20%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$1.8億
|
–
|
–
|
–
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.49億
|
+$2664万
|
+383,922
|
+24%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43億
|
-$3253万
|
-468,696
|
-20%
|
|
|
10
|
Hughes Financial Services
Herndon,
Virginia
|
$1.23億
|
+$892万
|
+128,549
|
+9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21億
|
+$3073万
|
+442,764
|
+38%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.2億
|
-$667万
|
-96,164
|
-6%
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.18億
|
+$213万
|
+30,672
|
+2%
|
|
|
14
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.16億
|
-$279万
|
-40,258
|
-3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.03億
|
-$352万
|
-50,703
|
-4%
|
|
|
16
|
|
$9898万
|
-$1073万
|
-154,573
|
-10%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8625万
|
+$15.8万
|
+2,279
|
+0.2%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8304万
|
-$924万
|
-133,077
|
-11%
|
|
|
19
|
Wealthquest
Cincinnati,
Ohio
|
$8281万
|
+$141万
|
+20,345
|
+2%
|
|
|
20
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$7612万
|
+$137万
|
+19,669
|
+2%
|
|
|
21
|
Rockbridge Investment Management
Syracuse,
New York
|
$7404万
|
+$104万
|
+14,985
|
+2%
|
|
|
22
|
Keener Financial Planning
Keller,
Texas
|
$7253万
|
+$1032万
|
+148,688
|
+18%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$6902万
|
+$253万
|
+36,517
|
+4%
|
|
|
24
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$6890万
|
+$2025万
|
+291,817
|
+46%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$6413万
|
+$408万
|
+58,757
|
+7%
|
|
