|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.09億
|
+$4520万
|
+755,322
|
+79%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8929万
|
+$564万
|
+94,266
|
+7%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5302万
|
-$139万
|
-23,296
|
-3%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$2650万
|
+$222万
|
+37,149
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2286万
|
+$1154万
|
+192,848
|
+117%
|
|
|
6
|
Custos Family Office
Austin,
Texas
|
$2054万
|
+$13.7万
|
+2,292
|
+0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1881万
|
+$242万
|
+40,388
|
+16%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1572万
|
-$12.9万
|
-2,162
|
-0.9%
|
|
|
9
|
|
$1329万
|
+$86.3万
|
+14,416
|
+7%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1139万
|
+$175万
|
+29,201
|
+20%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1138万
|
+$25.9万
|
+4,321
|
+2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1136万
|
+$77.8万
|
+13,002
|
+8%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$960万
|
+$1.13万
|
+189
|
+0.1%
|
|
|
14
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$933万
|
+$3,112
|
+52
|
+0%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$900万
|
+$62万
|
+10,354
|
+8%
|
|
|
16
|
|
$776万
|
-$29.5万
|
-4,936
|
-4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$703万
|
-$18.3万
|
-3,052
|
-3%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$699万
|
+$12.7万
|
+2,130
|
+2%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$671万
|
+$18.4万
|
+3,078
|
+3%
|
|
|
20
|
Two Sigma Investments
New York
|
$650万
|
-$620万
|
-103,600
|
-50%
|
|
|
21
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$539万
|
-$166万
|
-27,799
|
-25%
|
|
|
22
|
Prism Advisors
Studio City,
California
|
$521万
|
–
|
–
|
–
|
|
|
23
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$504万
|
+$81.9万
|
+13,692
|
+21%
|
|
|
24
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$414万
|
+$33.4万
|
+5,576
|
+9%
|
|
|
25
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$358万
|
+$18.8万
|
+3,137
|
+6%
|
|
