|
1
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4123万
|
+$247万
|
+128,975
|
+6%
|
|
|
2
|
Bank of New York Mellon
New York
|
$4001万
|
-$192万
|
-100,547
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1815万
|
+$13.7万
|
+7,155
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1776万
|
-$435万
|
-227,155
|
-20%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$1773万
|
+$40.6万
|
+21,235
|
+2%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1437万
|
-$34.2万
|
-17,897
|
-2%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$1289万
|
+$8.46万
|
+4,421
|
+0.7%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$1033万
|
-$4.19万
|
-2,189
|
-0.4%
|
|
|
9
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$917万
|
+$4.64万
|
+2,426
|
+0.5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$620万
|
+$58.2万
|
+30,426
|
+10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$613万
|
+$18.3万
|
+9,578
|
+3%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$604万
|
+$119万
|
+61,971
|
+24%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$508万
|
+$506万
|
+264,611
|
新規
|
|
|
14
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$474万
|
+$13.5万
|
+7,072
|
+3%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$358万
|
-$39.9万
|
-20,874
|
-10%
|
|
|
16
|
|
$343万
|
+$289万
|
+151,106
|
+549%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$313万
|
+$3.23万
|
+1,689
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$219万
|
-$10.8万
|
-5,623
|
-5%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$189万
|
+$8.81万
|
+4,605
|
+5%
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$183万
|
-$2.18万
|
-1,142
|
-1%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$165万
|
-$52.9万
|
-27,628
|
-24%
|
|
|
22
|
Natixis Advisors
Boston,
Massachusetts
|
$127万
|
+$51.3万
|
+26,834
|
+68%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$79.6万
|
-$5,147
|
-269
|
-0.6%
|
|
|
24
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$61.6万
|
–
|
–
|
–
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$59.8万
|
+$3,252
|
+170
|
+0.5%
|
|
