|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.35億
|
+$1.01億
|
+1,995,693
|
+295%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$3971万
|
+$527万
|
+104,536
|
+15%
|
|
|
3
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2598万
|
+$2589万
|
+513,440
|
新規
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2596万
|
+$2588万
|
+513,093
|
新規
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$1794万
|
–
|
–
|
–
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$1564万
|
+$1559万
|
+309,189
|
新規
|
|
|
7
|
|
$1197万
|
+$18.6万
|
+3,692
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1069万
|
+$1065万
|
+211,201
|
新規
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$780万
|
+$778万
|
+154,189
|
新規
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$773万
|
+$770万
|
+152,776
|
新規
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$192万
|
+$126万
|
+25,067
|
+195%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$85.3万
|
+$84.7万
|
+16,789
|
新規
|
|
|
13
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$80.7万
|
+$80.4万
|
+15,941
|
新規
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$70万
|
+$69.7万
|
+13,830
|
新規
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$61.1万
|
+$60.9万
|
+12,075
|
新規
|
|
|
16
|
|
$48.4万
|
+$48.3万
|
+9,574
|
新規
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$32.3万
|
+$32.2万
|
+6,382
|
新規
|
|
|
18
|
|
$30.7万
|
-$8.66万
|
-1,718
|
-22%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.97万
|
+$1.97万
|
+390
|
新規
|
|
|
20
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$9,866
|
+$9,834
|
+195
|
新規
|
|
|
21
|
Russell Investments Group
London,
United Kingdom
|
$5,667
|
+$5,648
|
+112
|
新規
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$220万
|
-43,805
|
解消
|
|
|
23
|
|
–
|
-$132万
|
-26,461
|
解消
|
|
|
24
|
|
–
|
-$2.66万
|
-530
|
解消
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9,598
|
-191
|
解消
|
|
