|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.4億
|
-$5560万
|
-633,877
|
-29%
|
|
|
2
|
RiverFront Investment Group
Richmond,
Virginia
|
$1.38億
|
+$397万
|
+45,260
|
+3%
|
|
|
3
|
|
$1.26億
|
+$3109万
|
+354,412
|
+34%
|
|
|
4
|
|
$1.11億
|
-$1481万
|
-168,858
|
-12%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11億
|
-$210万
|
-23,966
|
-2%
|
|
|
6
|
|
$9849万
|
+$476万
|
+54,213
|
+5%
|
|
|
7
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$6693万
|
-$1371万
|
-156,326
|
-17%
|
|
|
8
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$4411万
|
-$2437万
|
-277,775
|
-36%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4342万
|
+$84.3万
|
+9,607
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$4172万
|
+$93.1万
|
+10,611
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4059万
|
-$165万
|
-18,778
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3945万
|
+$142万
|
+16,243
|
+4%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3279万
|
-$25.4万
|
-2,891
|
-0.8%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3120万
|
-$89.9万
|
-10,246
|
-3%
|
|
|
15
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$2819万
|
-$1096万
|
-124,951
|
-29%
|
|
|
16
|
Circle Wealth Management
Summit,
New Jersey
|
$2665万
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1782万
|
-$10.3万
|
-1,172
|
-0.6%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1752万
|
+$53.9万
|
+6,150
|
+3%
|
|
|
19
|
Two Sigma Investments
New York
|
$1406万
|
-$276万
|
-31,500
|
-17%
|
|
|
20
|
Holt Capital Partners
Fort Worth,
Texas
|
$1388万
|
+$50.5万
|
+5,761
|
+4%
|
|
|
21
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1343万
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1326万
|
-$470万
|
-53,541
|
-27%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1204万
|
-$665万
|
-75,848
|
-36%
|
|
|
24
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$1180万
|
+$22.7万
|
+2,588
|
+2%
|
|
|
25
|
SAM Advisors
Oakhurst,
California
|
$1079万
|
+$29.5万
|
+3,360
|
+3%
|
|
