|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$9015万
|
+$356万
|
+38,286
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3695万
|
+$287万
|
+30,849
|
+8%
|
|
|
3
|
|
$3244万
|
+$1177万
|
+126,589
|
+57%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3086万
|
+$358万
|
+38,463
|
+13%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$1428万
|
+$790万
|
+84,932
|
+124%
|
|
|
6
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1150万
|
+$95.3万
|
+10,248
|
+9%
|
|
|
7
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1076万
|
+$11.4万
|
+1,230
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1056万
|
-$697万
|
-74,943
|
-40%
|
|
|
9
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$988万
|
+$15.5万
|
+1,662
|
+2%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$707万
|
+$123万
|
+13,267
|
+21%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$420万
|
+$23.8万
|
+2,560
|
+6%
|
|
|
12
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$407万
|
-$88万
|
-9,465
|
-18%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$404万
|
+$12.9万
|
+1,387
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$390万
|
-$88.5万
|
-9,518
|
-19%
|
|
|
15
|
Savvy Advisors Inc
New York
|
$361万
|
+$36.8万
|
+3,956
|
+11%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$315万
|
-$209万
|
-22,472
|
-40%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$281万
|
+$281万
|
+30,185
|
新規
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$251万
|
-$8.87万
|
-954
|
-3%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$241万
|
-$10.7万
|
-1,153
|
-4%
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$231万
|
+$27.1万
|
+2,915
|
+13%
|
|
|
21
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$196万
|
-$6.1万
|
-656
|
-3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$178万
|
+$5,581
|
+60
|
+0.3%
|
|
|
23
|
Columbia Advisory Partners
Spokane,
Washington
|
$175万
|
-$1,488
|
-16
|
-0.1%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$169万
|
-$29.1万
|
-3,133
|
-15%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$167万
|
+$21.6万
|
+2,324
|
+15%
|
|
