|
1
|
Charles Schwab
San Francisco,
California
|
$3295万
|
+$18.2万
|
+7,078
|
+0.6%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$1388万
|
-$37万
|
-14,366
|
-3%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1290万
|
+$9.05万
|
+3,516
|
+0.7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$957万
|
+$817万
|
+317,572
|
+578%
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$778万
|
+$48.4万
|
+18,828
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$669万
|
+$75.8万
|
+29,466
|
+13%
|
|
|
7
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$617万
|
–
|
–
|
–
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$583万
|
+$143万
|
+55,572
|
+32%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$354万
|
+$3.09万
|
+1,200
|
+0.9%
|
|
|
10
|
|
$347万
|
+$229万
|
+89,122
|
+194%
|
|
|
11
|
MYeCFO
La Jolla,
California
|
$301万
|
-$144万
|
-55,960
|
-32%
|
|
|
12
|
O'Rourke & Company
Boston,
Massachusetts
|
$223万
|
-$6.09万
|
-2,368
|
-3%
|
|
|
13
|
VanderPol Investments
Caledonia,
Michigan
|
$214万
|
-$2.84万
|
-1,102
|
-1%
|
|
|
14
|
|
$206万
|
+$186万
|
+72,104
|
+882%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$200万
|
+$31.3万
|
+12,164
|
+19%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$153万
|
+$44.5万
|
+17,294
|
+41%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$149万
|
-$38.6万
|
-15,002
|
-21%
|
|
|
18
|
Bank of New York Mellon
New York
|
$147万
|
+$8,747
|
+340
|
+0.6%
|
|
|
19
|
TrinityPoint Wealth
Milford,
Connecticut
|
$120万
|
-$8.17万
|
-3,174
|
-6%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$104万
|
+$9,982
|
+388
|
+1%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$97.6万
|
+$97.7万
|
+37,990
|
新規
|
|
|
22
|
Savvy Advisors Inc
New York
|
$88.1万
|
+$88.2万
|
+34,268
|
新規
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$75.1万
|
-$11.7万
|
-4,550
|
-13%
|
|
|
24
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$68.3万
|
+$68.4万
|
+26,592
|
新規
|
|
|
25
|
Berger Financial Group
Plymouth,
Minnesota
|
$63.1万
|
-$9,982
|
-388
|
-2%
|
|
