|
26
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
US$293萬
|
-US$6.6萬
|
-248
|
-2%
|
|
|
27
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
US$285萬
|
-US$9.6萬
|
-361
|
-3%
|
|
|
28
|
Bridges Investment Management
Omaha,
Nebraska
|
US$279萬
|
–
|
–
|
–
|
|
|
29
|
Raymond James Financial
St Petersburg,
Florida
|
US$215萬
|
-US$5.37萬
|
-202
|
-3%
|
|
|
30
|
Indivisible Partners
Clearwater,
Florida
|
US$188萬
|
+US$181萬
|
+6,812
|
新
|
|
|
31
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$187萬
|
-US$2,926
|
-11
|
-0.2%
|
|
|
32
|
Bessemer Group
Woodbridge,
New Jersey
|
US$184萬
|
-US$4.79萬
|
-180
|
-3%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
US$182萬
|
–
|
–
|
–
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
US$154萬
|
+US$19.7萬
|
+739
|
+15%
|
|
|
35
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
US$151萬
|
-US$1.06萬
|
-40
|
-0.7%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
US$149萬
|
+US$26.5萬
|
+997
|
+23%
|
|
|
37
|
Victory Financial Group
Austin,
Texas
|
US$129萬
|
+US$26.1萬
|
+982
|
+27%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$125萬
|
–
|
–
|
–
|
|
|
39
|
WealthPlan Investment Management
Omaha,
Nebraska
|
US$124萬
|
-US$8,779
|
-33
|
-0.7%
|
|
|
40
|
TIAA-CREF Individual & Institutional Services
New York
|
US$117萬
|
–
|
–
|
–
|
|
|
41
|
Lido Advisors
Los Angeles,
California
|
US$106萬
|
–
|
–
|
–
|
|
|
42
|
Sentinus LLC
Oak Brook,
Illinois
|
US$104萬
|
–
|
–
|
–
|
|
|
43
|
Vise Technologies
New York
|
US$100萬
|
+US$22.8萬
|
+856
|
+31%
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$97.7萬
|
–
|
–
|
–
|
|
|
45
|
Fiducient Advisors
Chicago,
Illinois
|
US$96.6萬
|
+US$93.1萬
|
+3,500
|
新
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$91.4萬
|
–
|
–
|
–
|
|
|
47
|
KeyBank National Association
Cleveland,
Ohio
|
US$90.8萬
|
–
|
–
|
–
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
US$81.1萬
|
–
|
–
|
–
|
|
|
49
|
Zacks Investment Management
Chicago,
Illinois
|
US$80.1萬
|
–
|
–
|
–
|
|
|
50
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
US$78.9萬
|
–
|
–
|
–
|
|
