|
1
|
|
$5660万
|
+$139万
|
+57,739
|
+3%
|
|
|
2
|
|
$2663万
|
+$2008万
|
+835,883
|
+301%
|
|
|
3
|
|
$2300万
|
-$147万
|
-61,016
|
-6%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$2128万
|
-$457万
|
-190,411
|
-18%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1789万
|
-$369万
|
-153,439
|
-17%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1768万
|
-$1124万
|
-468,122
|
-39%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1693万
|
+$129万
|
+53,788
|
+8%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$1614万
|
-$150万
|
-62,591
|
-8%
|
|
|
9
|
First Pacific Financial
Vancouver,
Washington
|
$1506万
|
+$166万
|
+69,138
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1462万
|
-$10.3万
|
-4,305
|
-0.7%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1362万
|
-$3.03万
|
-1,260
|
-0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1252万
|
-$107万
|
-44,490
|
-8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1238万
|
-$135万
|
-56,281
|
-10%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$1209万
|
-$35.7万
|
-14,854
|
-93%
|
|
|
15
|
Acorns Advisers
Irvine,
California
|
$1190万
|
+$102万
|
+42,519
|
+9%
|
|
|
16
|
|
$1071万
|
+$102万
|
+42,598
|
+11%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1011万
|
+$100万
|
+41,537
|
+11%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$957万
|
+$925万
|
+385,047
|
+2,534%
|
|
|
19
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$916万
|
-$49.8万
|
-20,728
|
-5%
|
|
|
20
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$885万
|
-$2.14万
|
-893
|
-0.2%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$807万
|
+$21.8万
|
+9,080
|
+3%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$803万
|
-$7.09万
|
-2,952
|
-0.9%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$789万
|
-$72万
|
-29,980
|
-8%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$645万
|
-$2.95万
|
-1,230
|
-0.5%
|
|
|
25
|
Integris Wealth Management
Monterey,
California
|
$607万
|
+$28万
|
+11,669
|
+5%
|
|
