|
1
|
|
$2.4億
|
-$1544万
|
-658,060
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.35億
|
+$1.46億
|
+6,243,525
|
+170%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.29億
|
-$237万
|
-100,810
|
-1%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.95億
|
-$1016万
|
-433,130
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.76億
|
+$396万
|
+168,800
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.71億
|
+$980万
|
+417,920
|
+6%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.4億
|
-$349万
|
-148,875
|
-2%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$1.25億
|
+$1.24億
|
+5,283,050
|
新規
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$9938万
|
+$203万
|
+86,475
|
+2%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9098万
|
+$404万
|
+172,405
|
+5%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$7362万
|
+$676万
|
+288,135
|
+10%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$7139万
|
-$146万
|
-62,270
|
-2%
|
|
|
13
|
|
$6929万
|
-$965万
|
-411,520
|
-12%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$6116万
|
+$164万
|
+69,725
|
+3%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$5164万
|
-$4.07万
|
-1,735
|
-0.1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4171万
|
-$81万
|
-34,510
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3993万
|
-$52.4万
|
-22,315
|
-1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3903万
|
-$23.9万
|
-10,180
|
-0.6%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3826万
|
-$247万
|
-105,200
|
-6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3512万
|
+$2475万
|
+1,054,830
|
+249%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$3351万
|
+$1308万
|
+557,355
|
+65%
|
|
|
22
|
Grimes & Company
Westborough,
Massachusetts
|
$3263万
|
-$74.1万
|
-31,570
|
-2%
|
|
|
23
|
Tiedemann Advisors
New York
|
$3202万
|
+$178万
|
+75,855
|
+6%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2963万
|
-$36.3万
|
-15,475
|
-1%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2962万
|
+$307万
|
+131,050
|
+12%
|
|
