|
1
|
Creative Planning
Overland Park,
Kansas
|
US$22.8億
|
+US$1.68億
|
+3,823,420
|
+8%
|
|
|
2
|
|
US$4.75億
|
+US$1.54億
|
+3,493,968
|
+48%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
US$3.09億
|
-US$681萬
|
-154,789
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
US$2.04億
|
+US$2263萬
|
+514,565
|
+12%
|
|
|
5
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
US$1.49億
|
+US$310萬
|
+70,563
|
+2%
|
|
|
6
|
American Family Investments
Madison,
Wisconsin
|
US$1.12億
|
+US$5201萬
|
+1,182,674
|
+87%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
US$9515萬
|
+US$466萬
|
+105,875
|
+5%
|
|
|
8
|
BNP Paribas Financial Markets
Paris,
France
|
US$9505萬
|
+US$9098萬
|
+2,069,085
|
+2,309%
|
|
|
9
|
Vanderbilt University
Nashville,
Tennessee
|
US$8934萬
|
+US$8922萬
|
+2,029,067
|
新
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$7807萬
|
-US$9769萬
|
-2,221,545
|
-56%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
US$7402萬
|
+US$356萬
|
+81,070
|
+5%
|
|
|
12
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
US$7268萬
|
+US$269萬
|
+61,185
|
+4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$6958萬
|
+US$908萬
|
+206,569
|
+15%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
US$6039萬
|
+US$826萬
|
+187,949
|
+16%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$5645萬
|
-US$27.1萬
|
-6,166
|
-0.5%
|
|
|
16
|
Victory Capital Management
San Antonio,
Texas
|
US$5185萬
|
-US$195萬
|
-44,269
|
-4%
|
|
|
17
|
Phoenix Financial
Givatayim,
Israel
|
US$4681萬
|
-US$8,795
|
-200
|
-0%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4666萬
|
+US$129萬
|
+29,292
|
+3%
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
US$4654萬
|
+US$27.8萬
|
+6,329
|
+0.6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
US$4407萬
|
-US$2510萬
|
-570,835
|
-36%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$4171萬
|
+US$720萬
|
+163,741
|
+21%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
US$4022萬
|
-US$18.1萬
|
-4,112
|
-0.4%
|
|
|
23
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
US$3384萬
|
+US$294萬
|
+66,794
|
+10%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$3125萬
|
-US$40.5萬
|
-9,213
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2996萬
|
-US$160萬
|
-36,292
|
-5%
|
|
