|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
US$21.6億
|
+US$9372萬
|
+2,617,969
|
+4%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
US$4.59億
|
+US$6133萬
|
+1,713,272
|
+15%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
US$4.18億
|
–
|
–
|
–
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$1.16億
|
+US$31.4萬
|
+8,766
|
+0.3%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
US$1.13億
|
+US$22.3萬
|
+6,236
|
+0.2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$9809萬
|
+US$1億
|
+2,800,171
|
+4,590,444%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
US$8445萬
|
-US$57.9萬
|
-16,185
|
-0.7%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
US$7791萬
|
+US$7948萬
|
+2,220,158
|
+54,900%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
US$6919萬
|
+US$478萬
|
+133,617
|
+7%
|
|
|
10
|
Park Avenue Securities
New York
|
US$6494萬
|
+US$408萬
|
+113,993
|
+7%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
US$6099萬
|
+US$1712萬
|
+478,352
|
+38%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
US$5729萬
|
+US$1850萬
|
+516,725
|
+46%
|
|
|
13
|
Vise Technologies
New York
|
US$5544萬
|
+US$2385萬
|
+666,311
|
+73%
|
|
|
14
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$5472萬
|
+US$486萬
|
+135,631
|
+10%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$5248萬
|
+US$288萬
|
+80,433
|
+6%
|
|
|
16
|
Evanson Financial
Mclean,
Virginia
|
US$5010萬
|
+US$5119萬
|
+1,430,072
|
新
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
US$4987萬
|
+US$453萬
|
+126,583
|
+10%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
US$4776萬
|
-US$436萬
|
-121,743
|
-8%
|
|
|
19
|
|
US$4442萬
|
+US$2075萬
|
+579,743
|
+84%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$4250萬
|
+US$1317萬
|
+367,864
|
+44%
|
|
|
21
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
US$4198萬
|
+US$42.3萬
|
+11,828
|
+1%
|
|
|
22
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
US$3555萬
|
+US$190萬
|
+53,086
|
+6%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
US$3433萬
|
-US$1150萬
|
-321,173
|
-25%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
US$3219萬
|
+US$92.6萬
|
+25,881
|
+3%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3059萬
|
+US$153萬
|
+42,850
|
+5%
|
|
