|
1
|
Creative Planning
Overland Park,
Kansas
|
US$27億
|
+US$1.68億
|
+1,407,868
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
US$9.8億
|
+US$1.59億
|
+1,336,636
|
+20%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$8.19億
|
-US$1224萬
|
-102,627
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$4.32億
|
+US$7582萬
|
+635,647
|
+23%
|
|
|
5
|
|
US$4.25億
|
+US$1283萬
|
+107,581
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
US$3.86億
|
+US$7298萬
|
+611,831
|
+25%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$3.74億
|
+US$6148萬
|
+515,376
|
+21%
|
|
|
8
|
Mason Investment Advisory Services
Reston,
Virginia
|
US$3.52億
|
-US$107萬
|
-9,009
|
-0.3%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
US$3.31億
|
-US$2600萬
|
-217,977
|
-8%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$3.26億
|
+US$2627萬
|
+220,228
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2.99億
|
-US$1141萬
|
-95,640
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
US$2.85億
|
+US$6483萬
|
+543,529
|
+31%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
US$2.41億
|
+US$5286萬
|
+443,148
|
+30%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
US$2.25億
|
+US$4668萬
|
+391,319
|
+28%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
US$2.01億
|
+US$1883萬
|
+157,852
|
+11%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
US$1.92億
|
+US$903萬
|
+75,690
|
+5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
US$1.79億
|
+US$247萬
|
+20,680
|
+1%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$1.73億
|
+US$2099萬
|
+175,962
|
+15%
|
|
|
19
|
Unison Advisors
Washington,
District of Columbia
|
US$1.67億
|
+US$87.2萬
|
+7,308
|
+0.6%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1.62億
|
-US$782萬
|
-65,547
|
-5%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
US$1.45億
|
-US$487萬
|
-40,839
|
-3%
|
|
|
22
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
US$1.41億
|
+US$1.35億
|
+1,133,259
|
新
|
|
|
23
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$1.4億
|
+US$1.33億
|
+1,118,711
|
+278,286%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1.33億
|
-US$279萬
|
-23,399
|
-2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1.32億
|
+US$3636萬
|
+304,861
|
+40%
|
|
