|
1
|
Charles Schwab
San Francisco,
California
|
$12.8億
|
+$2.14億
|
+8,364,042
|
+20%
|
|
|
2
|
Breakwater Investment Management
Seattle,
Washington
|
$798万
|
+$181万
|
+70,862
|
+29%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$381万
|
-$103万
|
-40,399
|
-21%
|
|
|
4
|
ATX Financial Planning
Austin,
Texas
|
$197万
|
+$38.5万
|
+15,051
|
+24%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$123万
|
+$96.3万
|
+37,658
|
+357%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$51.8万
|
+$9.4万
|
+3,677
|
+22%
|
|
|
7
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$47.5万
|
-$73.9万
|
-28,905
|
-61%
|
|
|
8
|
|
$44.1万
|
+$44.1万
|
+17,244
|
新規
|
|
|
9
|
|
$34万
|
+$34万
|
+13,295
|
新規
|
|
|
10
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$33.3万
|
-$39.7万
|
-15,525
|
-54%
|
|
|
11
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$30.1万
|
+$30.1万
|
+11,757
|
新規
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$17.3万
|
+$17.3万
|
+6,779
|
新規
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
$8.29万
|
+$3.97万
|
+1,551
|
+92%
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.52万
|
+$7.51万
|
+2,939
|
新規
|
|
|
15
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$6.55万
|
-$1.07万
|
-420
|
-14%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$6.03万
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.43万
|
+$6,366
|
+249
|
+17%
|
|
|
18
|
|
$4.01万
|
+$1.18万
|
+462
|
+42%
|
|
|
19
|
Vision Retirement
Ridgewood,
New Jersey
|
$2.28万
|
–
|
–
|
–
|
|
|
20
|
Rossby Financial
Melbourne,
Florida
|
$1.06万
|
+$1.06万
|
+414
|
新規
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
$2,569
|
+$2,557
|
+100
|
新規
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$1,203
|
-$3,017
|
-118
|
-72%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$691
|
+$690
|
+27
|
新規
|
|
|
24
|
Aire Advisors
Beverly Hills,
California
|
–
|
-$30.2万
|
-11,725
|
解消
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$26.1万
|
-10,132
|
解消
|
|
