|
1
|
Charles Schwab
San Francisco,
California
|
$3458万
|
+$3432万
|
+1,320,512
|
新規
|
|
|
2
|
|
$975万
|
+$624万
|
+240,094
|
+181%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$537万
|
+$194万
|
+74,720
|
+58%
|
|
|
4
|
MYeCFO
La Jolla,
California
|
$324万
|
+$210万
|
+80,890
|
+188%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$150万
|
-$9,148
|
-352
|
-0.6%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$138万
|
+$137万
|
+52,774
|
新規
|
|
|
7
|
TrinityPoint Wealth
Milford,
Connecticut
|
$128万
|
+$42.2万
|
+16,232
|
+49%
|
|
|
8
|
O'Rourke & Company
Boston,
Massachusetts
|
$127万
|
+$6.2万
|
+2,386
|
+5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$89万
|
-$19.1万
|
-7,342
|
-18%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$82.1万
|
-$1.04万
|
-400
|
-1%
|
|
|
11
|
Column Capital Advisors
Indianapolis,
Indiana
|
$72.7万
|
+$72.1万
|
+27,752
|
新規
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$59.8万
|
+$59.4万
|
+22,854
|
新規
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$32.1万
|
+$2.23万
|
+858
|
+8%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$30.2万
|
-$3.11万
|
-1,198
|
-9%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$26.7万
|
-$416
|
-16
|
-0.2%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$22.4万
|
+$22.2万
|
+8,540
|
新規
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$21.5万
|
+$21.4万
|
+8,224
|
新規
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$21.4万
|
+$4万
|
+1,540
|
+22%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.7万
|
+$20.6万
|
+7,924
|
新規
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
$11.7万
|
+$11.6万
|
+4,480
|
新規
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.82万
|
+$8.76万
|
+3,370
|
新規
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.56万
|
+$3.53万
|
+1,360
|
新規
|
|
|
23
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.96万
|
+$1.95万
|
+750
|
新規
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$1.05万
|
+$1.04万
|
+402
|
新規
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.02万
|
-$12万
|
-4,614
|
-92%
|
|
