|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$7889万
|
+$7756万
|
+1,477,872
|
+5,839%
|
|
|
2
|
|
$4762万
|
-$404万
|
-76,955
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2894万
|
-$511万
|
-97,306
|
-15%
|
|
|
4
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2566万
|
+$71.4万
|
+13,601
|
+3%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2556万
|
+$1478万
|
+281,727
|
+136%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1896万
|
-$40万
|
-7,619
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1610万
|
+$219万
|
+41,811
|
+16%
|
|
|
8
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1465万
|
+$10.9万
|
+2,075
|
+0.7%
|
|
|
9
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1273万
|
+$285万
|
+54,265
|
+29%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$948万
|
-$215万
|
-41,061
|
-18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$924万
|
-$139万
|
-26,481
|
-13%
|
|
|
12
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$719万
|
-$26.6万
|
-5,072
|
-4%
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
$673万
|
+$675万
|
+128,645
|
新規
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$590万
|
+$37.5万
|
+7,145
|
+7%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$578万
|
-$71.3万
|
-13,580
|
-11%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$567万
|
+$438万
|
+83,550
|
+337%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$527万
|
-$74.6万
|
-14,213
|
-12%
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
$482万
|
-$3.96万
|
-755
|
-0.8%
|
|
|
19
|
|
$467万
|
+$468万
|
+89,226
|
新規
|
|
|
20
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$454万
|
+$24.7万
|
+4,712
|
+6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$398万
|
-$98.7万
|
-18,799
|
-20%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$378万
|
-$32.8万
|
-6,242
|
-8%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$356万
|
-$6.76万
|
-1,288
|
-2%
|
|
|
24
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$329万
|
+$23.6万
|
+4,491
|
+8%
|
|
|
25
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$284万
|
+$3.55万
|
+677
|
+1%
|
|
