|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$8.96億
|
+US$6813萬
|
+1,661,573
|
+8%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
US$3.53億
|
-US$308萬
|
-75,217
|
-0.9%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
US$2.51億
|
-US$601萬
|
-146,573
|
-2%
|
|
|
4
|
|
US$1.92億
|
+US$6266萬
|
+1,528,330
|
+48%
|
|
|
5
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1.4億
|
+US$318萬
|
+77,587
|
+2%
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
US$1.26億
|
-US$24.3萬
|
-5,920
|
-0.2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
US$9552萬
|
-US$500萬
|
-121,946
|
-5%
|
|
|
8
|
Atomi Financial Group
New York
|
US$8248萬
|
+US$317萬
|
+77,412
|
+4%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$7760萬
|
+US$2,829
|
+69
|
+0%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
US$5424萬
|
-US$369萬
|
-89,881
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4348萬
|
+US$819萬
|
+199,765
|
+23%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
US$3454萬
|
+US$237萬
|
+57,864
|
+7%
|
|
|
13
|
|
US$3161萬
|
-US$170萬
|
-41,524
|
-5%
|
|
|
14
|
Kestra Investment Management
Austin,
Texas
|
US$3150萬
|
-US$386萬
|
-94,153
|
-11%
|
|
|
15
|
Mount Yale Investment Advisors
Denver,
Colorado
|
US$3036萬
|
+US$3039萬
|
+741,199
|
新
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
US$2902萬
|
+US$971萬
|
+236,778
|
+50%
|
|
|
17
|
|
US$2698萬
|
+US$132萬
|
+32,228
|
+5%
|
|
|
18
|
Shah Wealth Advisors
Chino Hills,
California
|
US$2680萬
|
+US$2683萬
|
+654,401
|
新
|
|
|
19
|
Modern Wealth Management
Lenexa,
Kansas
|
US$2581萬
|
-US$176萬
|
-42,982
|
-6%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$2581萬
|
-US$13.1萬
|
-3,202
|
-0.5%
|
|
|
21
|
First Command Advisory Services
Fort Worth,
Texas
|
US$2452萬
|
+US$47萬
|
+11,470
|
+2%
|
|
|
22
|
AlphaCore Capital
La Jolla,
California
|
US$2240萬
|
-US$44.9萬
|
-10,956
|
-2%
|
|
|
23
|
Winthrop Advisory Group
Boston,
Massachusetts
|
US$2234萬
|
-US$54.6萬
|
-13,328
|
-2%
|
|
|
24
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
US$2086萬
|
+US$685萬
|
+167,102
|
+49%
|
|
|
25
|
Weil Company
San Diego,
California
|
US$1966萬
|
+US$88.3萬
|
+21,524
|
+5%
|
|
