|
1
|
Charles Schwab
San Francisco,
California
|
$9953万
|
+$7072万
|
+1,880,505
|
+258%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3352万
|
+$752万
|
+200,051
|
+29%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$1651万
|
+$30.7万
|
+8,176
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1636万
|
-$227万
|
-60,341
|
-12%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1535万
|
+$915万
|
+243,199
|
+153%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1455万
|
+$329万
|
+87,458
|
+30%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1449万
|
+$730万
|
+194,139
|
+105%
|
|
|
8
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1117万
|
+$631万
|
+167,883
|
+137%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$1007万
|
+$719万
|
+191,166
|
+263%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$919万
|
+$915万
|
+243,322
|
新規
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$898万
|
-$366万
|
-97,224
|
-29%
|
|
|
12
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$728万
|
-$7.25万
|
-1,928
|
-1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$715万
|
-$13.4万
|
-3,563
|
-2%
|
|
|
14
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$686万
|
-$7.64万
|
-2,031
|
-1%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
$489万
|
+$10.3万
|
+2,751
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$450万
|
+$83.1万
|
+22,092
|
+23%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$398万
|
+$388万
|
+103,131
|
新規
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$368万
|
+$143万
|
+38,069
|
+65%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$356万
|
-$14.8万
|
-3,940
|
-4%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$313万
|
+$5,416
|
+144
|
+0.2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$289万
|
-$32.7万
|
-8,702
|
-10%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$278万
|
+$85.6万
|
+22,762
|
+46%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$274万
|
+$76.7万
|
+20,398
|
+40%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$250万
|
+$141万
|
+37,448
|
+134%
|
|
|
25
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$223万
|
+$220万
|
+58,486
|
新規
|
|
