|
1
|
Charles Schwab
San Francisco,
California
|
$8822万
|
-$306万
|
-118,874
|
-3%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$4686万
|
-$33.5万
|
-13,010
|
-0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3921万
|
+$347万
|
+134,776
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2990万
|
+$1232万
|
+478,559
|
+68%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$2898万
|
-$43.3万
|
-16,838
|
-1%
|
|
|
6
|
|
$2268万
|
+$18.4万
|
+7,150
|
+0.8%
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$1982万
|
+$2015万
|
+782,945
|
新規
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$1955万
|
+$140万
|
+54,512
|
+8%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$1922万
|
+$6.69万
|
+2,600
|
+0.3%
|
|
|
10
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1519万
|
+$59.1万
|
+22,981
|
+4%
|
|
|
11
|
Hughes Financial Services
Herndon,
Virginia
|
$1443万
|
+$1467万
|
+569,946
|
新規
|
|
|
12
|
|
$1083万
|
-$41.8万
|
-16,256
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$925万
|
-$42.7万
|
-16,596
|
-4%
|
|
|
14
|
Prentice Wealth Management
Rochester,
New York
|
$871万
|
+$42.8万
|
+16,616
|
+5%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$844万
|
-$154万
|
-59,654
|
-15%
|
|
|
16
|
Greenline Partners
New York
|
$826万
|
-$16.5万
|
-6,426
|
-2%
|
|
|
17
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$767万
|
+$3.53万
|
+1,370
|
+0.5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$725万
|
-$23.6万
|
-9,156
|
-3%
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$584万
|
+$30.8万
|
+11,951
|
+5%
|
|
|
20
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$545万
|
+$31.1万
|
+12,096
|
+6%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$516万
|
+$525万
|
+204,026
|
新規
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$405万
|
-$339万
|
-131,635
|
-45%
|
|
|
23
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$389万
|
+$19.3万
|
+7,500
|
+5%
|
|
|
24
|
IFG Advisory
Atlanta,
Georgia
|
$381万
|
+$31万
|
+12,034
|
+9%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$348万
|
+$5.21万
|
+2,023
|
+1%
|
|
