|
1
|
Charles Schwab
San Francisco,
California
|
$2463万
|
+$2755万
|
+761,490
|
新規
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1460万
|
+$1634万
|
+451,596
|
新規
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1369万
|
+$1020万
|
+281,910
|
+199%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$1244万
|
+$96.1万
|
+26,564
|
+7%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$909万
|
+$746万
|
+206,282
|
+276%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$882万
|
+$984万
|
+271,893
|
新規
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$728万
|
+$7,237
|
+200
|
+0.1%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$659万
|
+$691万
|
+191,026
|
新規
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$629万
|
-$243万
|
-67,127
|
-26%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$617万
|
-$1569万
|
-433,651
|
-69%
|
|
|
11
|
Mirsky Financial Management
Rochester,
New York
|
$342万
|
+$13.2万
|
+3,647
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$330万
|
+$350万
|
+96,621
|
+1,822%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$309万
|
-$22.6万
|
-6,248
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$296万
|
+$324万
|
+89,630
|
+4,806%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$294万
|
+$91.2万
|
+25,194
|
+38%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$283万
|
+$10.8万
|
+2,985
|
+4%
|
|
|
17
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$254万
|
+$11.8万
|
+3,264
|
+4%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$218万
|
+$244万
|
+67,555
|
新規
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$215万
|
-$102万
|
-28,199
|
-30%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$210万
|
+$21.8万
|
+6,024
|
+10%
|
|
|
21
|
Spinnaker Trust
Portland,
Maine
|
$202万
|
-$2.13万
|
-590
|
-0.9%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$183万
|
-$21.2万
|
-5,860
|
-10%
|
|
|
23
|
Demars Financial Group
Spokane Valley,
Washington
|
$183万
|
+$8.02万
|
+2,215
|
+4%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$164万
|
+$71.2万
|
+19,680
|
+64%
|
|
|
25
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$150万
|
-$3.73万
|
-1,030
|
-2%
|
|
