|
1
|
State Street
Boston,
Massachusetts
|
$9937万
|
-$20.2万
|
-7,733
|
-0.2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9319万
|
+$1341万
|
+512,866
|
+17%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$8166万
|
-$277万
|
-105,948
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3772万
|
+$76.9万
|
+29,423
|
+2%
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$3361万
|
-$3.35万
|
-1,281
|
-0.1%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$2817万
|
-$18.4万
|
-7,034
|
-0.7%
|
|
|
7
|
Cannon Financial Strategists
Athens,
Georgia
|
$2637万
|
+$258万
|
+98,513
|
+11%
|
|
|
8
|
|
$2206万
|
-$76.1万
|
-29,117
|
-3%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$1753万
|
-$31.1万
|
-11,898
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1729万
|
-$24.5万
|
-9,387
|
-1%
|
|
|
11
|
Hughes Financial Services
Herndon,
Virginia
|
$1711万
|
+$57万
|
+21,823
|
+3%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1633万
|
+$28.8万
|
+11,003
|
+2%
|
|
|
13
|
|
$1482万
|
-$78.7万
|
-30,110
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1123万
|
+$8,522
|
+326
|
+0.1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$916万
|
-$35.5万
|
-13,582
|
-4%
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
$817万
|
+$129万
|
+49,204
|
+19%
|
|
|
17
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$777万
|
+$350万
|
+133,799
|
+83%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$739万
|
+$77.5万
|
+29,630
|
+12%
|
|
|
19
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$666万
|
+$11.7万
|
+4,485
|
+2%
|
|
|
20
|
|
$657万
|
+$392万
|
+150,096
|
+151%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$568万
|
-$7.37万
|
-2,819
|
-1%
|
|
|
22
|
Procyon Advisors
Shelton,
Connecticut
|
$508万
|
+$505万
|
+193,039
|
新規
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$502万
|
+$49万
|
+18,750
|
+11%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$444万
|
+$4.85万
|
+1,854
|
+1%
|
|
|
25
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$410万
|
+$26万
|
+9,949
|
+7%
|
|
