|
1
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$1.35億
|
+US$758萬
|
+83,282
|
+6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1.17億
|
-US$369萬
|
-40,551
|
-3%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
US$1.17億
|
+US$287萬
|
+31,591
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$1.16億
|
+US$1284萬
|
+141,132
|
+13%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
US$9978萬
|
+US$832萬
|
+91,417
|
+10%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$9032萬
|
+US$309萬
|
+33,999
|
+4%
|
|
|
7
|
Lutz Financial Services
Omaha,
Nebraska
|
US$7869萬
|
+US$216萬
|
+23,727
|
+3%
|
|
|
8
|
|
US$6367萬
|
-US$499萬
|
-54,789
|
-8%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
US$6259萬
|
+US$316萬
|
+34,679
|
+6%
|
|
|
10
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$5673萬
|
+US$5442萬
|
+598,104
|
新
|
|
|
11
|
TIAA-CREF Individual & Institutional Services
New York
|
US$4741萬
|
-US$45.8萬
|
-5,037
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$4022萬
|
+US$127萬
|
+13,998
|
+3%
|
|
|
13
|
Convergence Financial
Columbia,
Missouri
|
US$4003萬
|
-US$1631萬
|
-179,243
|
-30%
|
|
|
14
|
Equitable Holdings
New York
|
US$3787萬
|
+US$291萬
|
+32,000
|
+9%
|
|
|
15
|
First National Trust
Hermitage,
Pennsylvania
|
US$3707萬
|
+US$74.1萬
|
+8,145
|
+2%
|
|
|
16
|
First Pacific Financial
Vancouver,
Washington
|
US$3474萬
|
-US$6.93萬
|
-762
|
-0.2%
|
|
|
17
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
US$3364萬
|
+US$3227萬
|
+354,651
|
新
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
US$3339萬
|
-US$887萬
|
-97,439
|
-22%
|
|
|
19
|
Klingman & Associates
New York
|
US$3230萬
|
-US$267萬
|
-29,321
|
-8%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
US$2834萬
|
+US$290萬
|
+31,883
|
+12%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
US$2794萬
|
-US$126萬
|
-13,804
|
-4%
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
US$2748萬
|
+US$42.9萬
|
+4,717
|
+2%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
US$2457萬
|
+US$476萬
|
+52,369
|
+25%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$2387萬
|
+US$26.5萬
|
+2,912
|
+1%
|
|
|
25
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
US$2087萬
|
+US$10.6萬
|
+1,170
|
+0.5%
|
|
