|
1
|
Charles Schwab
San Francisco,
California
|
$3360万
|
-$7.42万
|
-2,850
|
-0.2%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$1443万
|
+$24.6万
|
+9,442
|
+2%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1288万
|
-$9.32万
|
-3,580
|
-0.7%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1241万
|
+$470万
|
+180,437
|
+60%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$782万
|
+$97万
|
+37,294
|
+14%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$631万
|
–
|
–
|
–
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$586万
|
-$9.7万
|
-3,744
|
-2%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$365万
|
+$3.41万
|
+1,310
|
+1%
|
|
|
9
|
MYeCFO
La Jolla,
California
|
$328万
|
+$19.6万
|
+7,518
|
+6%
|
|
|
10
|
|
$305万
|
+$93.7万
|
+36,028
|
+45%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$230万
|
+$25.6万
|
+9,820
|
+13%
|
|
|
12
|
O'Rourke & Company
Boston,
Massachusetts
|
$219万
|
-$8.64万
|
-3,322
|
-4%
|
|
|
13
|
VanderPol Investments
Caledonia,
Michigan
|
$217万
|
-$1.11万
|
-428
|
-0.5%
|
|
|
14
|
|
$199万
|
-$154万
|
-59,152
|
-44%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$166万
|
+$8.69万
|
+3,340
|
+6%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$149万
|
-$3.2万
|
-1,228
|
-2%
|
|
|
17
|
TrinityPoint Wealth
Milford,
Connecticut
|
$123万
|
-$1,353
|
-52
|
-0.1%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$110万
|
+$3.64万
|
+1,400
|
+3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$106万
|
+$84.7万
|
+32,536
|
+416%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
$102万
|
+$28.6万
|
+10,998
|
+55%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$100万
|
+$99.2万
|
+38,134
|
新規
|
|
|
22
|
Donaldson Capital Management
Evansville,
Indiana
|
$92.7万
|
+$34.8万
|
+13,370
|
+61%
|
|
|
23
|
Savvy Advisors Inc
New York
|
$90万
|
–
|
–
|
–
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$81万
|
+$4.29万
|
+1,650
|
+6%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$77.7万
|
+$15万
|
+5,750
|
+24%
|
|
