|
1
|
Bank of America
Charlotte,
North Carolina
|
$6732万
|
+$1195万
|
+203,955
|
+25%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$2567万
|
-$99.3万
|
-16,943
|
-4%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2087万
|
+$115万
|
+19,629
|
+7%
|
|
|
4
|
|
$2082万
|
+$156万
|
+26,638
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1470万
|
-$290万
|
-49,426
|
-18%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1297万
|
+$48.6万
|
+8,304
|
+4%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1196万
|
+$53万
|
+9,042
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1116万
|
+$130万
|
+22,160
|
+15%
|
|
|
9
|
|
$1053万
|
+$421万
|
+71,806
|
新規
|
|
|
10
|
|
$690万
|
+$321万
|
+54,726
|
+111%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$468万
|
+$5.92万
|
+1,010
|
+1%
|
|
|
12
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$453万
|
+$400万
|
+68,306
|
新規
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$422万
|
+$46.4万
|
+7,920
|
+14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$367万
|
+$37.7万
|
+6,435
|
+13%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$325万
|
-$48.7万
|
-8,319
|
-15%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$307万
|
–
|
–
|
–
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$284万
|
-$16.8万
|
-2,871
|
-6%
|
|
|
18
|
Two Sigma Investments
New York
|
$237万
|
-$87.6万
|
-14,949
|
-29%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$218万
|
-$60.9万
|
-10,393
|
-24%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$212万
|
-$98.6万
|
-16,822
|
-34%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$206万
|
+$15.3万
|
+2,606
|
+9%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$189万
|
-$3.4万
|
-581
|
-2%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$178万
|
-$36.1万
|
-6,168
|
-19%
|
|
|
24
|
Compass Wealth Management
Guilford,
Connecticut
|
$177万
|
+$14.6万
|
+2,499
|
+10%
|
|
|
25
|
|
$174万
|
-$1.15万
|
-196
|
-0.7%
|
|
