|
1
|
Charles Schwab
San Francisco,
California
|
$2991万
|
-$296万
|
-114,312
|
-9%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
$2094万
|
+$689万
|
+265,858
|
+48%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
$2044万
|
+$2062万
|
+796,024
|
新規
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1386万
|
+$152万
|
+58,543
|
+12%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1267万
|
+$5.67万
|
+2,190
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1130万
|
+$369万
|
+142,396
|
+48%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$786万
|
+$215万
|
+83,033
|
+37%
|
|
|
8
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$586万
|
-$30.6万
|
-11,800
|
-5%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
$362万
|
+$4.97万
|
+1,920
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$323万
|
+$99.5万
|
+38,400
|
+44%
|
|
|
11
|
MYeCFO
La Jolla,
California
|
$323万
|
+$1.89万
|
+730
|
+0.6%
|
|
|
12
|
|
$245万
|
+$50.4万
|
+19,440
|
+26%
|
|
|
13
|
O'Rourke & Company
Boston,
Massachusetts
|
$227万
|
+$12.8万
|
+4,960
|
+6%
|
|
|
14
|
VanderPol Investments
Caledonia,
Michigan
|
$206万
|
-$6.69万
|
-2,582
|
-3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$205万
|
+$207万
|
+79,761
|
新規
|
|
|
16
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$167万
|
+$169万
|
+65,185
|
新規
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$163万
|
+$1.49万
|
+577
|
+0.9%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$149万
|
+$78万
|
+30,114
|
+108%
|
|
|
19
|
Columbus Macro
New Castle,
Pennsylvania
|
$146万
|
+$67万
|
+25,848
|
+83%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$144万
|
-$1.31万
|
-507
|
-0.9%
|
|
|
21
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$142万
|
+$144万
|
+55,424
|
新規
|
|
|
22
|
Meridian Wealth Management
Lexington,
Kentucky
|
$142万
|
+$102万
|
+39,311
|
+247%
|
|
|
23
|
TrinityPoint Wealth
Milford,
Connecticut
|
$120万
|
-$855
|
-33
|
-0.1%
|
|
|
24
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$119万
|
+$54.8万
|
+21,171
|
+85%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$110万
|
+$6.64万
|
+2,563
|
+6%
|
|
