|
1
|
Charles Schwab
San Francisco,
California
|
$9470万
|
+$6048万
|
+1,327,935
|
+175%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$4426万
|
+$309万
|
+67,955
|
+7%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3757万
|
+$73.7万
|
+16,189
|
+2%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$3477万
|
+$112万
|
+24,672
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2786万
|
+$1184万
|
+259,885
|
+74%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2620万
|
+$716万
|
+157,135
|
+37%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$2237万
|
-$17.8万
|
-3,906
|
-0.8%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$1250万
|
+$55.1万
|
+12,088
|
+5%
|
|
|
9
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1083万
|
+$1086万
|
+238,350
|
新規
|
|
|
10
|
Connectus Wealth
Cincinnati,
Ohio
|
$1011万
|
+$30.7万
|
+6,731
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$977万
|
+$71.9万
|
+15,792
|
+8%
|
|
|
12
|
Personal CFO Solutions
Chester,
New Jersey
|
$704万
|
+$200万
|
+43,910
|
+40%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$676万
|
-$69万
|
-15,148
|
-9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$643万
|
-$68.7万
|
-15,079
|
-10%
|
|
|
15
|
|
$627万
|
+$49.2万
|
+10,803
|
+8%
|
|
|
16
|
Walker Financial Services
Bowling Green,
Kentucky
|
$589万
|
-$12.5万
|
-2,746
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$572万
|
-$200万
|
-43,975
|
-26%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$571万
|
-$8.1万
|
-1,778
|
-1%
|
|
|
19
|
|
$565万
|
-$5.71万
|
-1,254
|
-1%
|
|
|
20
|
|
$554万
|
-$249万
|
-54,578
|
-31%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$553万
|
-$91.9万
|
-20,178
|
-14%
|
|
|
22
|
Systelligence LLC
Bloomington,
Minnesota
|
$548万
|
-$654万
|
-143,508
|
-54%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$500万
|
-$6.99万
|
-1,534
|
-1%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$473万
|
+$74万
|
+16,253
|
+18%
|
|
|
25
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$452万
|
-$23.3万
|
-5,117
|
-5%
|
|
