|
1
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$5404万
|
+$108万
|
+38,396
|
+2%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$4110万
|
+$463万
|
+165,285
|
+13%
|
|
|
3
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3530万
|
+$136万
|
+48,525
|
+4%
|
|
|
4
|
|
$3464万
|
+$493万
|
+176,080
|
+17%
|
|
|
5
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3312万
|
+$119万
|
+42,378
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2882万
|
+$138万
|
+49,360
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2863万
|
+$360万
|
+128,415
|
+14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1714万
|
-$150万
|
-53,560
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1657万
|
-$353万
|
-125,822
|
-18%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$1219万
|
–
|
–
|
–
|
|
|
11
|
Advance Capital Management
Southfield,
Michigan
|
$1147万
|
+$105万
|
+37,335
|
+10%
|
|
|
12
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$1050万
|
-$123万
|
-43,796
|
-10%
|
|
|
13
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$828万
|
-$88.8万
|
-31,701
|
-10%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$790万
|
+$46.8万
|
+16,703
|
+6%
|
|
|
15
|
Equitable Holdings
New York
|
$741万
|
+$107万
|
+38,222
|
+17%
|
|
|
16
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$608万
|
-$58.7万
|
-20,955
|
-9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$596万
|
+$138万
|
+49,383
|
+30%
|
|
|
18
|
|
$510万
|
+$174万
|
+62,165
|
+52%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$499万
|
+$499万
|
+178,029
|
+50,433%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$480万
|
-$44.9万
|
-16,015
|
-9%
|
|
|
21
|
Auour Investments
Woburn,
Massachusetts
|
$415万
|
+$120万
|
+42,734
|
+40%
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$414万
|
-$11.2万
|
-4,014
|
-3%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$391万
|
+$392万
|
+139,938
|
新規
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
$343万
|
+$638万
|
+227,894
|
新規
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$327万
|
-$208万
|
-74,396
|
-39%
|
|
