|
1
|
Riverview Trust Company
Vancouver,
Washington
|
$1460万
|
-$310万
|
-61,836
|
-18%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$430万
|
+$13.7万
|
+2,723
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$382万
|
-$23.5万
|
-4,683
|
-6%
|
|
|
4
|
Global Retirement Partners
San Rafael,
California
|
$213万
|
+$212万
|
+42,252
|
新規
|
|
|
5
|
Life Planning Partners
Jacksonville,
Florida
|
$194万
|
-$31.3万
|
-6,238
|
-14%
|
|
|
6
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$191万
|
+$2.98万
|
+594
|
+2%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$168万
|
+$167万
|
+33,387
|
新規
|
|
|
8
|
|
$152万
|
-$254万
|
-50,676
|
-63%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$129万
|
+$108万
|
+21,632
|
+543%
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$74.8万
|
+$2,006
|
+40
|
+0.3%
|
|
|
11
|
Embree Financial Group
Chicago,
Illinois
|
$66.6万
|
-$26万
|
-5,175
|
-28%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$48.8万
|
+$48.5万
|
+9,671
|
新規
|
|
|
13
|
Global Wealth Management
Kingston,
New Jersey
|
$29.9万
|
+$2,457
|
+49
|
+0.8%
|
|
|
14
|
Camelot Technology Advisors
San Francisco,
California
|
$28.5万
|
+$2,307
|
+46
|
+0.8%
|
|
|
15
|
|
$25.8万
|
+$25.7万
|
+5,119
|
新規
|
|
|
16
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$23.7万
|
–
|
–
|
–
|
|
|
17
|
J.W. Cole Advisors
Tampa,
Florida
|
$22.8万
|
+$22.7万
|
+4,529
|
新規
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$22.8万
|
+$22.7万
|
+4,523
|
新規
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1万
|
+$20万
|
+3,985
|
新規
|
|
|
20
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$14.2万
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$5.44万
|
+$3.09万
|
+617
|
+133%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.37万
|
+$4.34万
|
+866
|
新規
|
|
|
23
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$9
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$39.3万
|
-7,911
|
解消
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$29.5万
|
-5,949
|
解消
|
|
