|
1
|
Charles Schwab
San Francisco,
California
|
$3183万
|
-$105万
|
-40,982
|
-3%
|
|
|
2
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$557万
|
+$583万
|
+228,582
|
新規
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$554万
|
-$16.1万
|
-6,318
|
-3%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$436万
|
+$448万
|
+175,720
|
新規
|
|
|
5
|
MYeCFO
La Jolla,
California
|
$422万
|
+$86.2万
|
+33,760
|
+25%
|
|
|
6
|
|
$238万
|
+$80.1万
|
+31,394
|
+48%
|
|
|
7
|
O'Rourke & Company
Boston,
Massachusetts
|
$165万
|
-$1.94万
|
-760
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$142万
|
-$408
|
-16
|
-0%
|
|
|
9
|
TrinityPoint Wealth
Milford,
Connecticut
|
$121万
|
-$1.59万
|
-624
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$114万
|
+$66.6万
|
+26,114
|
+131%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
$99.1万
|
+$80.2万
|
+31,438
|
+368%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$99万
|
-$18.8万
|
-7,360
|
-16%
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$78.7万
|
+$28.1万
|
+11,018
|
+53%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$75.4万
|
+$3,216
|
+126
|
+0.4%
|
|
|
15
|
Column Capital Advisors
Indianapolis,
Indiana
|
$68.8万
|
–
|
–
|
–
|
|
|
16
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$44.6万
|
+$45.9万
|
+18,000
|
新規
|
|
|
17
|
Gleason Group
Prospect,
Kentucky
|
$37万
|
+$38.1万
|
+14,916
|
新規
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$36.3万
|
+$1.73万
|
+676
|
+5%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$27万
|
-$2.07万
|
-812
|
-7%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$23.6万
|
-$153
|
-6
|
-0.1%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$22.7万
|
+$23.4万
|
+9,150
|
新規
|
|
|
22
|
|
$17.2万
|
+$17.7万
|
+6,952
|
新規
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6万
|
+$17.1万
|
+6,698
|
新規
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$13万
|
+$5.1万
|
+2,000
|
+61%
|
|
|
25
|
Element Wealth
Ridgeland,
Mississippi
|
$11.1万
|
–
|
–
|
–
|
|
