|
1
|
Bank of America
Charlotte,
North Carolina
|
$5154万
|
+$573万
|
+281,075
|
+12%
|
|
|
2
|
|
$4688万
|
+$992万
|
+486,358
|
+27%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2244万
|
-$687万
|
-336,937
|
-23%
|
|
|
4
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$2072万
|
-$48.4万
|
-23,708
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1929万
|
+$644万
|
+315,707
|
+50%
|
|
|
6
|
Covington Capital Management
Los Angeles,
California
|
$1050万
|
+$337万
|
+165,470
|
+47%
|
|
|
7
|
|
$887万
|
+$892万
|
+437,346
|
新規
|
|
|
8
|
Bank of New York Mellon
New York
|
$808万
|
+$36.1万
|
+17,680
|
+5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674万
|
-$450万
|
-220,500
|
-40%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$647万
|
+$32.7万
|
+16,053
|
+5%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$646万
|
+$95.9万
|
+47,044
|
+17%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$644万
|
+$13.4万
|
+6,568
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$632万
|
-$75.4万
|
-36,971
|
-11%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$597万
|
+$43.1万
|
+21,157
|
+8%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$541万
|
+$72.4万
|
+35,521
|
+15%
|
|
|
16
|
Activest Wealth Management
Aventure,
Florida
|
$508万
|
+$417万
|
+204,304
|
+444%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$428万
|
-$261万
|
-127,932
|
-38%
|
|
|
18
|
Nottingham Advisors
Amherst,
New York
|
$423万
|
-$155万
|
-75,780
|
-27%
|
|
|
19
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$319万
|
-$65.9万
|
-32,303
|
-17%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$307万
|
-$10.5万
|
-5,152
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$269万
|
+$59.8万
|
+29,317
|
+28%
|
|
|
22
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$268万
|
+$41.2万
|
+20,186
|
+18%
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
$267万
|
-$4.85万
|
-2,377
|
-2%
|
|
|
24
|
Community Bank
Dewitt,
New York
|
$264万
|
–
|
–
|
–
|
|
|
25
|
Realta Investment Advisors
Wilmington,
Delaware
|
$228万
|
+$100万
|
+48,872
|
+77%
|
|
