|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03億
|
+$752万
|
+149,434
|
+7%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$77.1万
|
+$83.7万
|
+16,627
|
新規
|
|
|
3
|
Stone Asset Management
Austin,
Texas
|
$62.2万
|
-$1.42万
|
-283
|
-2%
|
|
|
4
|
SeaCrest Wealth Management
Purchase,
New York
|
$45.8万
|
+$1.23万
|
+244
|
+3%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$41.5万
|
+$7.61万
|
+1,511
|
+20%
|
|
|
6
|
Financial Counselors Inc
Overland Park,
Kansas
|
$39.7万
|
-$2.95万
|
-586
|
-6%
|
|
|
7
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$22.3万
|
–
|
–
|
–
|
|
|
8
|
CRA Financial Services
Northfield,
New Jersey
|
$20.2万
|
+$1.51万
|
+300
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20万
|
-$3.64万
|
-723
|
-14%
|
|
|
10
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$19.7万
|
–
|
–
|
–
|
|
|
11
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$6.9万
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.3万
|
-$4.58万
|
-910
|
-40%
|
|
|
13
|
Caldwell Trust
Venice,
Florida
|
$4.52万
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1万
|
-$1.29万
|
-256
|
-56%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$2,000
|
–
|
–
|
–
|
|
|
16
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$28.4万
|
-5,060
|
解消
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$20.3万
|
-3,612
|
解消
|
|
