|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2522万
|
-$152万
|
-22,463
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$660万
|
+$46.1万
|
+6,817
|
+7%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$630万
|
+$639万
|
+94,475
|
新規
|
|
|
4
|
Courage Miller Partners
Norfolk,
Virginia
|
$457万
|
-$7.32万
|
-1,082
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$439万
|
+$45.5万
|
+6,727
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$392万
|
+$178万
|
+26,330
|
+81%
|
|
|
7
|
|
$387万
|
+$159万
|
+23,519
|
+68%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$364万
|
+$12.4万
|
+1,827
|
+3%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$300万
|
+$81.3万
|
+12,016
|
+34%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$294万
|
+$298万
|
+44,100
|
新規
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$226万
|
+$230万
|
+33,951
|
新規
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$212万
|
+$89.2万
|
+13,180
|
+71%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$210万
|
+$88.9万
|
+13,143
|
+71%
|
|
|
14
|
Advisory Alpha
Holland,
Michigan
|
$176万
|
+$5.51万
|
+814
|
+3%
|
|
|
15
|
|
$142万
|
+$145万
|
+21,369
|
新規
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$140万
|
+$68.3万
|
+10,091
|
+92%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$135万
|
+$11万
|
+1,619
|
+9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$88.5万
|
+$12.3万
|
+1,823
|
+15%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$81.3万
|
+$82.5万
|
+12,200
|
新規
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$72.6万
|
+$1.35万
|
+199
|
+2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$71.7万
|
+$72.8万
|
+10,762
|
新規
|
|
|
22
|
Braver Wealth Management
Needham,
Massachusetts
|
$52.7万
|
+$53.5万
|
+7,900
|
新規
|
|
|
23
|
Ronald Blue & Co
Roswell,
Georgia
|
$50.2万
|
-$60.2万
|
-8,899
|
-54%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$37万
|
-$6,766
|
-100
|
-2%
|
|
|
25
|
|
$36.5万
|
+$37万
|
+5,475
|
新規
|
|
