|
1
|
|
$6588万
|
-$236万
|
-128,997
|
-3%
|
|
|
2
|
Bank of New York Mellon
New York
|
$1346万
|
-$2.8万
|
-1,533
|
-0.2%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$1267万
|
+$21.1万
|
+11,535
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1187万
|
-$371万
|
-202,936
|
-24%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$931万
|
-$2118万
|
-1,159,404
|
-69%
|
|
|
6
|
|
$795万
|
+$38.7万
|
+21,209
|
+5%
|
|
|
7
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$586万
|
+$11万
|
+5,996
|
+2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$566万
|
+$14.4万
|
+7,863
|
+3%
|
|
|
9
|
Blueline Advisors
Exeter,
New Hampshire
|
$565万
|
+$21.2万
|
+11,611
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$561万
|
+$24.5万
|
+13,440
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$494万
|
-$2.73万
|
-1,497
|
-0.6%
|
|
|
12
|
Colorado Capital Management
Boulder,
Colorado
|
$440万
|
+$6.79万
|
+3,717
|
+2%
|
|
|
13
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$316万
|
-$38.5万
|
-21,058
|
-11%
|
|
|
14
|
Vontobel Holding
Zurich,
Switzerland
|
$310万
|
-$8,548
|
-468
|
-0.3%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$293万
|
+$293万
|
+160,215
|
新規
|
|
|
16
|
|
$233万
|
-$205万
|
-112,134
|
-47%
|
|
|
17
|
Asset Allocation Strategies
Farmington,
Michigan
|
$217万
|
-$165万
|
-90,132
|
-43%
|
|
|
18
|
Omega Financial Group
Santa Barbara,
California
|
$188万
|
-$73
|
-4
|
-0%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$187万
|
-$15.1万
|
-8,285
|
-7%
|
|
|
20
|
Islay Capital Management
Lubbock,
Texas
|
$160万
|
-$144万
|
-78,928
|
-47%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$138万
|
-$2.58万
|
-1,414
|
-2%
|
|
|
22
|
Csenge Advisory Group
Clearwater,
Florida
|
$114万
|
+$10.7万
|
+5,875
|
+10%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$114万
|
-$76.2万
|
-41,738
|
-40%
|
|
|
24
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$87万
|
-$1.76万
|
-962
|
-2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86.8万
|
-$2.6万
|
-1,421
|
-3%
|
|
