|
1
|
Bank of America
Charlotte,
North Carolina
|
$5465万
|
+$125万
|
+27,099
|
+2%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1136万
|
+$86.2万
|
+18,748
|
+8%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$933万
|
+$2.56万
|
+556
|
+0.3%
|
|
|
4
|
American Financial & Tax Strategies
New York
|
$683万
|
-$2.29万
|
-499
|
-0.3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$595万
|
+$58.4万
|
+12,693
|
+11%
|
|
|
6
|
|
$457万
|
+$51.7万
|
+11,246
|
+13%
|
|
|
7
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$272万
|
-$2.81万
|
-612
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$251万
|
-$2.79万
|
-607
|
-1%
|
|
|
9
|
|
$186万
|
+$112万
|
+24,297
|
+149%
|
|
|
10
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$186万
|
–
|
–
|
–
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$184万
|
-$61.7万
|
-13,424
|
-25%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$171万
|
–
|
–
|
–
|
|
|
13
|
|
$170万
|
+$49.3万
|
+10,734
|
+41%
|
|
|
14
|
Millington Financial Advisors
Naperville,
Illinois
|
$167万
|
+$15.2万
|
+3,299
|
+10%
|
|
|
15
|
Barnes Wealth Management Group
Bakersfield,
California
|
$155万
|
+$1.78万
|
+387
|
+1%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$143万
|
-$203万
|
-44,264
|
-59%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$128万
|
+$1.4万
|
+305
|
+1%
|
|
|
18
|
|
$122万
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$116万
|
+$25.3万
|
+5,510
|
+28%
|
|
|
20
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$103万
|
+$4.39万
|
+955
|
+4%
|
|
|
21
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$101万
|
+$16.9万
|
+3,685
|
+20%
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$98.8万
|
+$36.7万
|
+7,976
|
+59%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$95.5万
|
-$99.2万
|
-21,586
|
-51%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$79.9万
|
+$6.16万
|
+1,339
|
+8%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$76.6万
|
-$64.7万
|
-14,083
|
-46%
|
|
