|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1665万
|
+$409万
|
+137,253
|
+33%
|
|
|
2
|
Intellus Advisors
Naples,
Florida
|
$1094万
|
+$191万
|
+63,966
|
+21%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$1055万
|
+$68.5万
|
+22,965
|
+7%
|
|
|
4
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$1044万
|
+$1038万
|
+347,972
|
新規
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$434万
|
+$431万
|
+144,622
|
新規
|
|
|
6
|
&Partners
Nashville,
Tennessee
|
$258万
|
-$61.7万
|
-20,696
|
-20%
|
|
|
7
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$152万
|
+$151万
|
+50,692
|
新規
|
|
|
8
|
Lifestyle Asset Management
Friendswood,
Texas
|
$123万
|
+$123万
|
+41,085
|
新規
|
|
|
9
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$119万
|
+$118万
|
+39,538
|
新規
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.2万
|
+$7.94万
|
+2,663
|
+9%
|
|
|
11
|
Argent Trust Co
Nashville,
Tennessee
|
$77.5万
|
+$77万
|
+25,819
|
新規
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$77.4万
|
+$2万
|
+670
|
+3%
|
|
|
13
|
Towerpoint Wealth
Sacramento,
California
|
$76.4万
|
+$3.7万
|
+1,242
|
+5%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$60.9万
|
+$60.5万
|
+20,277
|
新規
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$52.4万
|
+$10.6万
|
+3,539
|
+25%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$48.3万
|
-$9.01万
|
-3,020
|
-16%
|
|
|
17
|
Hancock Whitney
Gulfport,
Mississippi
|
$48.1万
|
+$47.8万
|
+16,017
|
新規
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$36.2万
|
+$15.6万
|
+5,241
|
+77%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.7万
|
+$35.5万
|
+11,895
|
新規
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$31.3万
|
+$31.1万
|
+10,440
|
新規
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$24.3万
|
+$24.1万
|
+8,082
|
新規
|
|
|
22
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.46万
|
+$2.44万
|
+819
|
新規
|
|
|
23
|
|
$4,502
|
+$4,474
|
+150
|
新規
|
|
|
24
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$840万
|
-284,157
|
解消
|
|
|
25
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$296万
|
-100,000
|
解消
|
|
