|
1
|
Charles Schwab
San Francisco,
California
|
$3119万
|
-$249万
|
-98,512
|
-8%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1297万
|
+$677万
|
+267,926
|
+119%
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$664万
|
+$60.3万
|
+23,862
|
+10%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$656万
|
+$186万
|
+73,838
|
+42%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$632万
|
+$607万
|
+240,182
|
新規
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$567万
|
+$428万
|
+169,616
|
+368%
|
|
|
7
|
MYeCFO
La Jolla,
California
|
$482万
|
+$33.9万
|
+13,440
|
+8%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$342万
|
+$228万
|
+90,216
|
+226%
|
|
|
9
|
O'Rourke & Company
Boston,
Massachusetts
|
$226万
|
+$49万
|
+19,394
|
+29%
|
|
|
10
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$208万
|
+$200万
|
+79,254
|
新規
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$192万
|
+$184万
|
+72,930
|
新規
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$179万
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$171万
|
+$19.4万
|
+7,666
|
+13%
|
|
|
14
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$149万
|
+$143万
|
+56,500
|
新規
|
|
|
15
|
TrinityPoint Wealth
Milford,
Connecticut
|
$130万
|
+$7,222
|
+286
|
+0.6%
|
|
|
16
|
|
$123万
|
-$125万
|
-49,386
|
-51%
|
|
|
17
|
Boothbay Fund Management
New York
|
$102万
|
+$98.3万
|
+38,928
|
新規
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$102万
|
-$3.06万
|
-1,210
|
-3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$100万
|
+$18.8万
|
+7,430
|
+24%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$83.5万
|
–
|
–
|
–
|
|
|
21
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$55.8万
|
+$8.13万
|
+3,220
|
+18%
|
|
|
22
|
Columbus Macro
New Castle,
Pennsylvania
|
$54万
|
+$27.9万
|
+11,044
|
+116%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$52.6万
|
+$50.5万
|
+20,000
|
新規
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$47.3万
|
+$45.9万
|
+18,184
|
新規
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$43万
|
+$18.2万
|
+7,200
|
+79%
|
|
