|
1
|
LPL Financial
San Diego,
California
|
US$7.82億
|
+US$2.06億
|
+1,995,326
|
+39%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
US$1.13億
|
-US$458萬
|
-44,483
|
-4%
|
|
|
3
|
Cannon Financial Strategists
Athens,
Georgia
|
US$1.09億
|
-US$71.3萬
|
-6,917
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$1.05億
|
-US$867萬
|
-84,115
|
-8%
|
|
|
5
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$9101萬
|
+US$373萬
|
+36,181
|
+5%
|
|
|
6
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$6172萬
|
+US$5827萬
|
+565,677
|
新
|
|
|
7
|
|
US$6070萬
|
-US$1.35萬
|
-131
|
-0%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
US$5960萬
|
-US$527萬
|
-51,117
|
-9%
|
|
|
9
|
Convergence Financial
Columbia,
Missouri
|
US$4164萬
|
+US$1860萬
|
+180,516
|
+90%
|
|
|
10
|
Goelzer Investment Management
Carmel,
Indiana
|
US$4088萬
|
-US$4291萬
|
-416,501
|
-53%
|
|
|
11
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
US$4014萬
|
-US$131萬
|
-12,744
|
-3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
US$3539萬
|
-US$313萬
|
-30,408
|
-9%
|
|
|
13
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
US$3520萬
|
-US$13萬
|
-1,263
|
-0.4%
|
|
|
14
|
Equitable Holdings
New York
|
US$3476萬
|
+US$190萬
|
+18,396
|
+6%
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$3331萬
|
-US$49.4萬
|
-4,794
|
-2%
|
|
|
16
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
US$3147萬
|
-US$23.5萬
|
-2,280
|
-0.8%
|
|
|
17
|
|
US$3063萬
|
-US$54.8萬
|
-5,324
|
-2%
|
|
|
18
|
Klingman & Associates
New York
|
US$3054萬
|
-US$11.7萬
|
-1,132
|
-0.4%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3054萬
|
+US$229萬
|
+22,277
|
+9%
|
|
|
20
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
US$3036萬
|
-US$68萬
|
-6,597
|
-2%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
US$2775萬
|
-US$127萬
|
-12,356
|
-5%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
US$2517萬
|
-US$49.3萬
|
-4,785
|
-2%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
US$2419萬
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
US$2393萬
|
-US$87.1萬
|
-8,457
|
-4%
|
|
|
25
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
US$2393萬
|
+US$2259萬
|
+219,319
|
新
|
|
