|
1
|
Bank of America
Charlotte,
North Carolina
|
$683万
|
+$627万
|
+129,428
|
新規
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$578万
|
+$63.9万
|
+13,187
|
+14%
|
|
|
3
|
Bailard
Foster City,
California
|
$449万
|
+$33.4万
|
+6,895
|
+9%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$409万
|
-$72.9万
|
-15,033
|
-16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$396万
|
+$73.2万
|
+15,095
|
+25%
|
|
|
6
|
Invera Wealth Advisors
Bend,
Oregon
|
$307万
|
+$20.6万
|
+4,249
|
+8%
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$303万
|
+$30.5万
|
+6,301
|
+12%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$294万
|
–
|
–
|
–
|
|
|
9
|
Brown Advisory
Baltimore,
Maryland
|
$224万
|
+$55.7万
|
+11,496
|
+37%
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$169万
|
–
|
–
|
–
|
|
|
11
|
Bank of New York Mellon
New York
|
$154万
|
+$4,846
|
+100
|
+0.3%
|
|
|
12
|
Flow Traders U.S.
New York
|
$136万
|
+$125万
|
+25,729
|
新規
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$135万
|
+$2.87万
|
+593
|
+2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$94.6万
|
+$86.9万
|
+17,940
|
新規
|
|
|
15
|
SageView Advisory Group
Newport Beach,
California
|
$92.6万
|
+$2,714
|
+56
|
+0.3%
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$92万
|
-$46万
|
-9,502
|
-35%
|
|
|
17
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$87万
|
+$48
|
+1
|
+0%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$85.3万
|
+$6.04万
|
+1,247
|
+8%
|
|
|
19
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$84.8万
|
+$19.7万
|
+4,064
|
+33%
|
|
|
20
|
Quantinno Capital Management
New York
|
$83.5万
|
–
|
–
|
–
|
|
|
21
|
Magnus Financial Group
New York
|
$78.4万
|
-$1.89万
|
-391
|
-3%
|
|
|
22
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$77.5万
|
-$2.3万
|
-475
|
-3%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$77.4万
|
-$2.42万
|
-500
|
-3%
|
|
|
24
|
Beta Wealth Group
San Diego,
California
|
$75.5万
|
+$485
|
+10
|
+0.1%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$70.9万
|
-$13.5万
|
-2,786
|
-17%
|
|
