|
1
|
|
$5924万
|
-$1581万
|
-131,717
|
-20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4158万
|
-$1224万
|
-101,995
|
-21%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$1909万
|
-$5.74万
|
-478
|
-0.3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1773万
|
+$143万
|
+11,951
|
+8%
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1142万
|
+$53.7万
|
+4,471
|
+5%
|
|
|
6
|
|
$901万
|
-$447万
|
-37,218
|
-31%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$725万
|
+$288万
|
+23,980
|
+57%
|
|
|
8
|
MA Private Wealth
San Carlos,
California
|
$709万
|
-$111万
|
-9,275
|
-13%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$590万
|
+$9.9万
|
+826
|
+2%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$531万
|
-$11.5万
|
-961
|
-2%
|
|
|
11
|
Client First Capital
San Diego,
California
|
$482万
|
-$5.24万
|
-437
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$474万
|
-$21万
|
-1,747
|
-4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$457万
|
-$148万
|
-12,374
|
-23%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$445万
|
+$51.8万
|
+4,315
|
+12%
|
|
|
15
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$389万
|
+$960
|
+8
|
+0%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$305万
|
+$1.37万
|
+114
|
+0.4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$296万
|
+$287万
|
+23,953
|
+803%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$236万
|
+$5.24万
|
+437
|
+2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$205万
|
+$224万
|
+18,631
|
新規
|
|
|
20
|
Flow Traders U.S.
New York
|
$195万
|
+$213万
|
+17,757
|
新規
|
|
|
21
|
Straight Path Wealth Management
Jenison,
Michigan
|
$158万
|
-$10.2万
|
-854
|
-6%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$156万
|
-$13.8万
|
-1,150
|
-7%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
$140万
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$138万
|
+$11.5万
|
+959
|
+8%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$100万
|
-$10.2万
|
-846
|
-8%
|
|
