|
1
|
Charles Schwab
San Francisco,
California
|
$2.4億
|
+$2.4億
|
+9,740,441
|
新規
|
|
|
2
|
Miracle Mile Advisors
Los Angeles,
California
|
$5216万
|
+$1281万
|
+519,838
|
+33%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$3844万
|
-$305万
|
-123,722
|
-7%
|
|
|
4
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3413万
|
+$10.3万
|
+4,169
|
+0.3%
|
|
|
5
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2528万
|
+$136万
|
+55,382
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2138万
|
-$725万
|
-294,426
|
-25%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2059万
|
+$478万
|
+194,154
|
+30%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$1876万
|
-$2.31万
|
-939
|
-0.1%
|
|
|
9
|
|
$1514万
|
+$375万
|
+152,096
|
+33%
|
|
|
10
|
|
$1196万
|
+$1194万
|
+484,789
|
新規
|
|
|
11
|
LPL Financial
San Diego,
California
|
$978万
|
-$11.6万
|
-4,713
|
-1%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$826万
|
+$85.1万
|
+34,530
|
+11%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$682万
|
-$27.4万
|
-11,118
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$661万
|
-$1120万
|
-454,672
|
-63%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$646万
|
+$39.2万
|
+15,913
|
+6%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$531万
|
+$67.8万
|
+27,499
|
+15%
|
|
|
17
|
Boyd Wealth Management
Sacramento,
California
|
$487万
|
+$486万
|
+197,318
|
新規
|
|
|
18
|
First American Trust
Santa Ana,
California
|
$409万
|
+$7.94万
|
+3,223
|
+2%
|
|
|
19
|
SteelPeak Wealth
Woodland Hills,
California
|
$294万
|
-$43.4万
|
-17,605
|
-13%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$276万
|
+$276万
|
+111,881
|
新規
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$270万
|
+$104万
|
+42,414
|
+63%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$262万
|
–
|
–
|
–
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$262万
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$233万
|
-$41.8万
|
-16,948
|
-15%
|
|
|
25
|
|
$230万
|
+$204万
|
+82,874
|
+812%
|
|
