|
1
|
Mather Group
Chicago,
Illinois
|
$1117万
|
+$140万
|
+30,491
|
+15%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$852万
|
-$38.8万
|
-8,449
|
-5%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$555万
|
+$2.81万
|
+613
|
+0.5%
|
|
|
4
|
Professional Financial Advisors
North Platte,
Nebraska
|
$258万
|
+$7.78万
|
+1,696
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$245万
|
+$62.5万
|
+13,632
|
+37%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$213万
|
+$21.6万
|
+4,707
|
+12%
|
|
|
7
|
Drive Wealth Management
Lehi,
Utah
|
$109万
|
-$3.72万
|
-812
|
-3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3万
|
-$2,339
|
-51
|
-0.8%
|
|
|
9
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$27.7万
|
-$3.99万
|
-869
|
-13%
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$26.2万
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.01万
|
+$2.49万
|
+542
|
+192%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$1.09万
|
–
|
–
|
–
|
|
|
13
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$3,111
|
+$2,936
|
+64
|
新規
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1,653
|
–
|
–
|
–
|
|
|
15
|
Strategic Wealth Partners
Independence,
Ohio
|
$119
|
–
|
–
|
–
|
|
|
16
|
|
$57
|
–
|
–
|
–
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$49
|
+$46
|
+1
|
新規
|
|
|
18
|
|
–
|
-$189万
|
-47,447
|
解消
|
|
|
19
|
|
–
|
-$42.7万
|
-10,751
|
解消
|
|
|
20
|
Cardiff Park Advisors
Carlsbad,
California
|
–
|
-$7.4万
|
-1,861
|
解消
|
|
