|
1
|
Creative Planning
Overland Park,
Kansas
|
US$2億
|
-US$64.1萬
|
-8,752
|
-0.3%
|
|
|
2
|
|
US$8310萬
|
+US$237萬
|
+32,376
|
+3%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
US$6342萬
|
–
|
–
|
–
|
|
|
4
|
|
US$2739萬
|
+US$40.9萬
|
+5,588
|
+2%
|
|
|
5
|
Cascade Financial Partners
San Diego,
California
|
US$2287萬
|
+US$278萬
|
+37,984
|
+14%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$2278萬
|
-US$110萬
|
-15,020
|
-5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2276萬
|
-US$38.7萬
|
-5,283
|
-2%
|
|
|
8
|
BIP Wealth
Atlanta,
Georgia
|
US$2245萬
|
+US$66.2萬
|
+9,043
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$1884萬
|
+US$107萬
|
+14,628
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$1497萬
|
-US$36.4萬
|
-4,976
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
US$962萬
|
+US$2.01萬
|
+275
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$929萬
|
-US$3.75萬
|
-512
|
-0.4%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$837萬
|
+US$11.9萬
|
+1,619
|
+1%
|
|
|
14
|
Evernest Financial Advisors
Carmel,
Indiana
|
US$681萬
|
-US$6.35萬
|
-867
|
-0.9%
|
|
|
15
|
Powers Advisory Group
Highland,
Illinois
|
US$605萬
|
-US$16.9萬
|
-2,313
|
-3%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
US$590萬
|
+US$31.9萬
|
+4,361
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
US$588萬
|
+US$17.2萬
|
+2,355
|
+3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
US$573萬
|
+US$181萬
|
+24,712
|
+47%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
US$545萬
|
-US$51.8萬
|
-7,078
|
-9%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
US$500萬
|
+US$62.6萬
|
+8,547
|
+15%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$476萬
|
-US$22.7萬
|
-3,098
|
-5%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$455萬
|
-US$7.8萬
|
-1,066
|
-2%
|
|
|
23
|
Rockefeller Capital Management
New York
|
US$405萬
|
-US$14.5萬
|
-1,978
|
-4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
US$364萬
|
+US$184萬
|
+25,197
|
+105%
|
|
|
25
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
US$317萬
|
-US$2.25萬
|
-308
|
-0.7%
|
|
