|
1
|
Wells Fargo
San Francisco,
California
|
$1266万
|
+$314万
|
+95,166
|
+38%
|
|
|
2
|
|
$1021万
|
+$221万
|
+67,020
|
+32%
|
|
|
3
|
Searcy Financial Services
Overland Park,
Kansas
|
$872万
|
-$12.1万
|
-3,666
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$616万
|
+$107万
|
+32,292
|
+24%
|
|
|
5
|
Matrix Trust Company
Denver,
Colorado
|
$501万
|
-$30.6万
|
-9,264
|
-6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$469万
|
+$110万
|
+33,294
|
+35%
|
|
|
7
|
|
$444万
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$440万
|
-$479万
|
-144,984
|
-55%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$394万
|
+$14.2万
|
+4,302
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$344万
|
-$17.7万
|
-5,358
|
-5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$326万
|
+$292万
|
+88,518
|
新規
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$280万
|
+$13.5万
|
+4,104
|
+6%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$264万
|
+$112万
|
+33,936
|
+90%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$223万
|
+$8.64万
|
+2,616
|
+5%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$143万
|
+$126万
|
+38,292
|
+7,689%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$122万
|
–
|
–
|
–
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$116万
|
-$2.58万
|
-780
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.9万
|
-$26.4万
|
-8,010
|
-23%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$94.3万
|
+$6.06万
|
+1,836
|
+8%
|
|
|
20
|
TAP Consulting
Kirkwood,
Missouri
|
$88万
|
-$14.3万
|
-4,320
|
-15%
|
|
|
21
|
Beam Wealth Advisors
Covington,
Louisiana
|
$78.9万
|
+$10.2万
|
+3,102
|
+17%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.2万
|
+$5,348
|
+162
|
+0.8%
|
|
|
23
|
Allianz Asset Management
Munich,
Germany
|
$66.6万
|
-$50.1万
|
-15,162
|
-46%
|
|
|
24
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$57.9万
|
-$2,971
|
-90
|
-0.6%
|
|
|
25
|
Private Wealth Strategies
New Albany,
Ohio
|
$48.2万
|
-$11.1万
|
-3,366
|
-20%
|
|
