|
1
|
Mason & Associates (California)
Los Angeles,
California
|
$3830万
|
+$4088万
|
+1,388,070
|
新規
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1508万
|
-$309万
|
-104,801
|
-16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1130万
|
-$31.4万
|
-10,649
|
-3%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$918万
|
+$7,746
|
+263
|
+0.1%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$536万
|
-$30.9万
|
-10,479
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$516万
|
+$59.5万
|
+20,208
|
+12%
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$480万
|
-$2.87万
|
-973
|
-0.6%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$409万
|
-$4.93万
|
-1,675
|
-1%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$328万
|
+$210万
|
+71,396
|
+151%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$308万
|
+$18.4万
|
+6,242
|
+6%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$268万
|
+$18.3万
|
+6,204
|
+7%
|
|
|
12
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$241万
|
+$4,771
|
+162
|
+0.2%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$213万
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$199万
|
-$11.4万
|
-3,881
|
-5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$186万
|
-$82.3万
|
-27,946
|
-29%
|
|
|
16
|
Epic Trust Investment Advisors
Richland,
Washington
|
$169万
|
+$181万
|
+61,407
|
新規
|
|
|
17
|
Rockefeller Capital Management
New York
|
$148万
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$133万
|
+$7.51万
|
+2,551
|
+6%
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$116万
|
+$124万
|
+42,090
|
新規
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$115万
|
+$6,951
|
+236
|
+0.6%
|
|
|
21
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$107万
|
–
|
–
|
–
|
|
|
22
|
MTM Investment Management
Spartanburg,
South Carolina
|
$89万
|
-$6.48万
|
-2,200
|
-6%
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$84.1万
|
+$6.2万
|
+2,106
|
+7%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$83.5万
|
+$5.89万
|
+2,000
|
+7%
|
|
|
25
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$82.4万
|
–
|
–
|
–
|
|
