|
1
|
|
$5549万
|
-$77.9万
|
-32,634
|
-1%
|
|
|
2
|
|
$2340万
|
+$54.1万
|
+22,672
|
+2%
|
|
|
3
|
Private Ocean
San Rafael,
California
|
$1821万
|
-$296万
|
-123,836
|
-14%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$1658万
|
-$103万
|
-43,130
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1615万
|
-$68.2万
|
-28,560
|
-4%
|
|
|
6
|
First Pacific Financial
Vancouver,
Washington
|
$1582万
|
+$85.5万
|
+35,815
|
+6%
|
|
|
7
|
Bank of New York Mellon
New York
|
$1571万
|
+$1578万
|
+661,010
|
新規
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1479万
|
-$301万
|
-125,944
|
-17%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1471万
|
+$17.5万
|
+7,338
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1339万
|
+$94.9万
|
+39,758
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1298万
|
+$68.2万
|
+28,562
|
+6%
|
|
|
12
|
Acorns Advisers
Irvine,
California
|
$1232万
|
+$49.2万
|
+20,636
|
+4%
|
|
|
13
|
|
$1126万
|
+$61.8万
|
+25,890
|
+6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$986万
|
-$18.8万
|
-7,884
|
-2%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$974万
|
+$975万
|
+408,542
|
+36,772%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$972万
|
+$20.6万
|
+8,617
|
+2%
|
|
|
17
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$932万
|
+$52.5万
|
+21,982
|
+6%
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$883万
|
-$27.2万
|
-11,398
|
-3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$832万
|
+$29.3万
|
+12,287
|
+4%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$821万
|
-$535万
|
-224,199
|
-39%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$818万
|
+$20.4万
|
+8,539
|
+3%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$785万
|
+$1.56万
|
+655
|
+0.2%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$649万
|
+$84.1万
|
+35,240
|
+15%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$636万
|
-$5.27万
|
-2,208
|
-0.8%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$619万
|
+$83.8万
|
+35,110
|
+16%
|
|
