|
1
|
Charles Schwab
San Francisco,
California
|
$16.9億
|
+$1780万
|
+688,774
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.6億
|
+$5.51億
|
+21,323,660
|
+3,354%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$7545万
|
+$2261万
|
+874,762
|
+42%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3815万
|
-$23.5万
|
-9,075
|
-0.6%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$2419万
|
+$86.4万
|
+33,436
|
+4%
|
|
|
6
|
|
$2213万
|
+$2245万
|
+868,526
|
新規
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2154万
|
-$126万
|
-48,909
|
-5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1988万
|
+$344万
|
+133,098
|
+21%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$1908万
|
+$1825万
|
+706,273
|
+1,659%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1851万
|
+$1503万
|
+581,349
|
+401%
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
$1793万
|
-$150万
|
-58,206
|
-8%
|
|
|
12
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1265万
|
+$4.56万
|
+1,766
|
+0.4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1011万
|
+$1026万
|
+396,938
|
新規
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$838万
|
-$418万
|
-161,603
|
-33%
|
|
|
15
|
Quantinno Capital Management
New York
|
$766万
|
+$530万
|
+205,015
|
+214%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$717万
|
+$189万
|
+73,097
|
+35%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$694万
|
-$56.4万
|
-21,825
|
-7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$613万
|
-$1.94万
|
-750
|
-0.3%
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
$598万
|
+$198万
|
+76,705
|
+49%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$540万
|
+$41.5万
|
+16,053
|
+8%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
$491万
|
+$96.9万
|
+37,509
|
+24%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$490万
|
-$31万
|
-12,000
|
-6%
|
|
|
23
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$455万
|
+$462万
|
+178,654
|
新規
|
|
|
24
|
MYeCFO
La Jolla,
California
|
$449万
|
+$9.7万
|
+3,740
|
+2%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$367万
|
+$320万
|
+123,744
|
+607%
|
|
