|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.96億
|
+$7594万
|
+893,509
|
+10%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.83億
|
+$4740万
|
+557,649
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.33億
|
+$1.12億
|
+1,315,697
|
+34%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.8億
|
+$1.68億
|
+1,979,422
|
+78%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$3.21億
|
+$3.25億
|
+3,821,009
|
新規
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.35億
|
+$1.2億
|
+1,412,873
|
+102%
|
|
|
7
|
|
$1.01億
|
+$386万
|
+45,380
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7671万
|
+$937万
|
+110,298
|
+14%
|
|
|
9
|
INR Advisory Services
Media,
Pennsylvania
|
$7670万
|
+$263万
|
+30,932
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$7626万
|
-$682万
|
-80,207
|
-8%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$7323万
|
+$1399万
|
+164,639
|
+23%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5235万
|
+$919万
|
+108,168
|
+21%
|
|
|
13
|
Empirical Wealth Management
Seattle,
Washington
|
$5071万
|
-$57.4万
|
-6,749
|
-1%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4484万
|
+$1395万
|
+164,174
|
+44%
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$3766万
|
–
|
–
|
–
|
|
|
16
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$3487万
|
+$169万
|
+19,832
|
+5%
|
|
|
17
|
WBI Investments
Red Bank,
New Jersey
|
$2895万
|
+$2926万
|
+344,242
|
新規
|
|
|
18
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$2849万
|
-$26.3万
|
-3,100
|
-0.9%
|
|
|
19
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$2506万
|
+$2533万
|
+298,036
|
新規
|
|
|
20
|
Fisher Asset Management
Camas,
Washington
|
$2500万
|
+$584万
|
+68,741
|
+30%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2474万
|
+$989万
|
+116,320
|
+65%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$2430万
|
+$2456万
|
+289,009
|
新規
|
|
|
23
|
Allianz Asset Management
Munich,
Germany
|
$2312万
|
-$105万
|
-12,300
|
-4%
|
|
|
24
|
Kays Financial Advisory
Atlanta,
Georgia
|
$2268万
|
+$34.1万
|
+4,015
|
+2%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2200万
|
+$231万
|
+27,151
|
+12%
|
|
