|
1
|
|
$5120万
|
+$65.2万
|
+27,617
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4678万
|
+$1907万
|
+807,772
|
+70%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$2994万
|
+$661万
|
+280,199
|
+29%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$2770万
|
-$1.11万
|
-471
|
-0%
|
|
|
5
|
|
$2506万
|
-$354万
|
-150,022
|
-12%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1736万
|
-$407万
|
-172,393
|
-19%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$1694万
|
+$877万
|
+371,518
|
+109%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1504万
|
+$131万
|
+55,391
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1363万
|
+$121万
|
+51,271
|
+10%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1338万
|
+$49.4万
|
+20,934
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1207万
|
+$38万
|
+16,098
|
+3%
|
|
|
12
|
|
$1190万
|
+$9.9万
|
+4,176
|
+0.8%
|
|
|
13
|
Acorns Advisers
Irvine,
California
|
$978万
|
+$109万
|
+46,092
|
+13%
|
|
|
14
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$963万
|
+$956万
|
+405,125
|
新規
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$959万
|
-$2270万
|
-961,716
|
-70%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$887万
|
+$416万
|
+176,387
|
+90%
|
|
|
17
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$863万
|
+$46.7万
|
+19,786
|
+6%
|
|
|
18
|
EP Wealth Advisors
Torrance,
California
|
$862万
|
+$77.9万
|
+33,018
|
+10%
|
|
|
19
|
First Pacific Financial
Vancouver,
Washington
|
$802万
|
+$42.2万
|
+17,889
|
+6%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$770万
|
+$9.45万
|
+4,005
|
+1%
|
|
|
21
|
Parsec Financial Management
Asheville,
North Carolina
|
$679万
|
+$15.4万
|
+6,538
|
+2%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$666万
|
-$3.6万
|
-1,525
|
-0.5%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$628万
|
-$46.2万
|
-19,554
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$586万
|
-$83.4万
|
-35,332
|
-13%
|
|
|
25
|
Integris Wealth Management
Monterey,
California
|
$525万
|
+$521万
|
+220,777
|
新規
|
|
