|
1
|
HB Wealth Management
Atlanta,
Georgia
|
US$7.72億
|
+US$3471萬
|
+281,733
|
+5%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
US$5.83億
|
+US$5007萬
|
+406,412
|
+10%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
US$3.72億
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$3.26億
|
+US$1885萬
|
+153,009
|
+6%
|
|
|
5
|
MASECO Private Wealth
London,
|
US$3.05億
|
+US$485萬
|
+39,384
|
+2%
|
|
|
6
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$2.59億
|
+US$1186萬
|
+96,288
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2.57億
|
+US$2190萬
|
+177,765
|
+10%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2.5億
|
-US$54萬
|
-4,386
|
-0.2%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
US$2.26億
|
+US$2.17億
|
+1,763,228
|
+220,128%
|
|
|
10
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
US$2.26億
|
+US$2.17億
|
+1,763,123
|
新
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
US$2.01億
|
-US$492萬
|
-39,920
|
-2%
|
|
|
12
|
Financial Plan Inc
Bellingham,
Washington
|
US$1.83億
|
+US$422萬
|
+34,237
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1.81億
|
+US$724萬
|
+58,745
|
+4%
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
US$1.51億
|
+US$465萬
|
+37,785
|
+3%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$1.44億
|
+US$434萬
|
+35,204
|
+3%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
US$1.41億
|
-US$2924萬
|
-237,366
|
-18%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.38億
|
+US$599萬
|
+48,655
|
+5%
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
US$1.3億
|
-US$468萬
|
-37,993
|
-4%
|
|
|
19
|
|
US$1.28億
|
+US$321萬
|
+26,031
|
+3%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.26億
|
-US$151萬
|
-12,237
|
-1%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
US$1.24億
|
+US$1745萬
|
+141,634
|
+17%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
US$1.24億
|
+US$1136萬
|
+92,213
|
+11%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
US$1.2億
|
-US$386萬
|
-31,331
|
-3%
|
|
|
24
|
Park Avenue Securities
New York
|
US$1.17億
|
+US$1331萬
|
+108,081
|
+13%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
US$1.16億
|
+US$363萬
|
+29,427
|
+3%
|
|
