|
1
|
Charles Schwab
San Francisco,
California
|
$15.3億
|
+$1.81億
|
+7,180,523
|
+14%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$4542万
|
-$2962万
|
-1,175,390
|
-40%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3964万
|
+$3706万
|
+1,470,600
|
+1,901%
|
|
|
4
|
|
$2311万
|
+$1949万
|
+773,503
|
+600%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$2054万
|
+$174万
|
+69,029
|
+9%
|
|
|
6
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2000万
|
+$64.1万
|
+25,421
|
+3%
|
|
|
7
|
Fort Point Capital Partners
San Francisco,
California
|
$1843万
|
-$1316万
|
-522,031
|
-42%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1544万
|
+$375万
|
+148,996
|
+33%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$1460万
|
+$271万
|
+107,707
|
+23%
|
|
|
10
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1255万
|
-$3,327
|
-132
|
-0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1097万
|
+$272万
|
+107,943
|
+34%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$696万
|
+$163万
|
+64,497
|
+31%
|
|
|
13
|
|
$656万
|
-$670万
|
-265,987
|
-51%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$540万
|
+$3.81万
|
+1,510
|
+0.7%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$539万
|
+$530万
|
+210,281
|
新規
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$509万
|
+$252万
|
+100,106
|
+101%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$489万
|
+$284万
|
+112,738
|
+144%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$470万
|
+$9.01万
|
+3,576
|
+2%
|
|
|
19
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$452万
|
+$445万
|
+176,462
|
新規
|
|
|
20
|
MYeCFO
La Jolla,
California
|
$383万
|
+$11.4万
|
+4,540
|
+3%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
$364万
|
+$56.2万
|
+22,307
|
+19%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$363万
|
+$17.9万
|
+7,107
|
+5%
|
|
|
23
|
|
$313万
|
+$308万
|
+122,094
|
新規
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$308万
|
+$81.9万
|
+32,515
|
+37%
|
|
|
25
|
Smith, Moore & Co
Clayton,
Missouri
|
$239万
|
+$122万
|
+48,580
|
+108%
|
|
