|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$90.8億
|
+$3.03億
|
+6,847,216
|
+3%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1689万
|
+$192万
|
+43,405
|
+13%
|
|
|
3
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$827万
|
+$836万
|
+188,729
|
新規
|
|
|
4
|
|
$801万
|
+$754万
|
+170,303
|
+1,373%
|
|
|
5
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$638万
|
+$2.67万
|
+602
|
+0.4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$385万
|
+$120万
|
+27,035
|
+44%
|
|
|
7
|
|
$354万
|
+$178万
|
+40,239
|
+99%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$290万
|
+$293万
|
+66,207
|
新規
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$182万
|
-$112万
|
-25,211
|
-38%
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$145万
|
+$57.4万
|
+12,958
|
+64%
|
|
|
11
|
RCS Financial Planning
Annapolis,
Maryland
|
$119万
|
+$120万
|
+27,082
|
新規
|
|
|
12
|
|
$118万
|
+$119万
|
+26,863
|
新規
|
|
|
13
|
LPL Financial
San Diego,
California
|
$89.9万
|
-$7.01万
|
-1,582
|
-7%
|
|
|
14
|
Midwest Financial Network
Tinley Park,
Illinois
|
$71.7万
|
+$72.5万
|
+16,360
|
新規
|
|
|
15
|
Granite Harbor Advisors
Houston,
Texas
|
$66万
|
–
|
–
|
–
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$55万
|
-$3.06万
|
-690
|
-5%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$51.6万
|
+$52.1万
|
+11,762
|
新規
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.8万
|
+$5.56万
|
+1,255
|
+12%
|
|
|
19
|
Csenge Advisory Group
Clearwater,
Florida
|
$46.7万
|
-$8.86万
|
-2,000
|
-16%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$45.6万
|
+$46万
|
+10,397
|
新規
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$42.2万
|
+$2.35万
|
+530
|
+6%
|
|
|
22
|
Calamos Wealth Management
Naperville,
Illinois
|
$39.3万
|
–
|
–
|
–
|
|
|
23
|
Calamos Advisors
Naperville,
Illinois
|
$39.3万
|
+$39.7万
|
+8,963
|
新規
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37.9万
|
+$38.3万
|
+8,652
|
新規
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$36.4万
|
+$36.8万
|
+8,302
|
新規
|
|
