|
1
|
Charles Schwab
San Francisco,
California
|
$16.9億
|
+$1.49億
|
+5,793,290
|
+10%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$5410万
|
+$839万
|
+325,435
|
+18%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3880万
|
-$107万
|
-41,555
|
-3%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
$2360万
|
+$294万
|
+113,942
|
+14%
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2303万
|
+$292万
|
+113,208
|
+14%
|
|
|
6
|
Fort Point Capital Partners
San Francisco,
California
|
$1978万
|
+$110万
|
+42,573
|
+6%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$1666万
|
+$198万
|
+76,770
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1638万
|
+$84.4万
|
+32,741
|
+5%
|
|
|
9
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1274万
|
+$7.81万
|
+3,031
|
+0.6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1265万
|
+$897万
|
+348,114
|
+246%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$758万
|
+$58万
|
+22,520
|
+8%
|
|
|
12
|
RWA Wealth Partners
Newton,
Massachusetts
|
$621万
|
+$109万
|
+42,297
|
+21%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$537万
|
+$44.8万
|
+17,385
|
+9%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$527万
|
-$16万
|
-6,200
|
-3%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$504万
|
+$31.6万
|
+12,270
|
+7%
|
|
|
16
|
MYeCFO
La Jolla,
California
|
$444万
|
+$58.6万
|
+22,740
|
+15%
|
|
|
17
|
Smith, Moore & Co
Clayton,
Missouri
|
$407万
|
+$166万
|
+64,425
|
+69%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$404万
|
+$192万
|
+74,540
|
+91%
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
$399万
|
+$33.5万
|
+12,992
|
+9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$374万
|
-$730万
|
-283,148
|
-66%
|
|
|
21
|
|
$351万
|
-$1975万
|
-766,247
|
-85%
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$333万
|
+$113万
|
+44,037
|
+52%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$328万
|
+$235万
|
+91,233
|
+253%
|
|
|
24
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$316万
|
+$6.04万
|
+2,345
|
+2%
|
|
|
25
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$289万
|
-$165万
|
-64,170
|
-36%
|
|
