|
1
|
Prudential Financial
Newark,
New Jersey
|
$2396万
|
–
|
–
|
–
|
|
|
2
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$571万
|
+$294万
|
+57,815
|
+107%
|
|
|
3
|
First United Bank & Trust
Oakland,
Maryland
|
$116万
|
+$11.6万
|
+2,285
|
+11%
|
|
|
4
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$61.2万
|
+$60.8万
|
+11,950
|
新規
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$57.2万
|
+$57万
|
+11,193
|
新規
|
|
|
6
|
|
$44.4万
|
-$65.7万
|
-12,906
|
-60%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$42.2万
|
-$33.3万
|
-6,535
|
-44%
|
|
|
8
|
Landmark Wealth Management (New York)
Melville,
New York
|
$42.1万
|
+$9,317
|
+183
|
+2%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$36.1万
|
+$35.9万
|
+7,060
|
新規
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$30.7万
|
+$30.5万
|
+6,000
|
新規
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$30万
|
+$29.9万
|
+5,875
|
新規
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$24.8万
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7万
|
+$2.44万
|
+479
|
+12%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$12.9万
|
+$1.09万
|
+215
|
+9%
|
|
|
15
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1,022
|
–
|
–
|
–
|
|
