|
1
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
US$2.14億
|
-US$646萬
|
-92,388
|
-3%
|
|
|
2
|
|
US$1.92億
|
-US$1133萬
|
-161,914
|
-6%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
US$1.3億
|
-US$782萬
|
-111,740
|
-6%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$1.17億
|
+US$57.9萬
|
+8,271
|
+0.5%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
US$1.05億
|
+US$5945萬
|
+849,618
|
+145%
|
|
|
6
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
US$1.04億
|
+US$266萬
|
+37,986
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$9402萬
|
+US$92.8萬
|
+13,266
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
US$6419萬
|
+US$1869萬
|
+267,121
|
+44%
|
|
|
9
|
|
US$6189萬
|
+US$50.5萬
|
+7,215
|
+0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$6001萬
|
+US$549萬
|
+78,398
|
+11%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
US$5122萬
|
-US$158萬
|
-22,535
|
-3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
US$4755萬
|
+US$247萬
|
+35,367
|
+6%
|
|
|
13
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$4668萬
|
+US$317萬
|
+45,343
|
+8%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
US$4283萬
|
+US$8.78萬
|
+1,255
|
+0.2%
|
|
|
15
|
Ascent Group
Virginia Beach,
Virginia
|
US$4236萬
|
-US$981萬
|
-140,189
|
-20%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3247萬
|
-US$174萬
|
-24,901
|
-5%
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
US$3205萬
|
+US$294萬
|
+41,970
|
+11%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
US$2862萬
|
+US$660萬
|
+94,332
|
+32%
|
|
|
19
|
Evolve Private Wealth
Los Angeles,
California
|
US$2738萬
|
+US$72.5萬
|
+10,361
|
+3%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
US$2522萬
|
+US$154萬
|
+22,004
|
+7%
|
|
|
21
|
Equitable Holdings
New York
|
US$2263萬
|
+US$201萬
|
+28,726
|
+10%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
US$1371萬
|
-US$585萬
|
-83,566
|
-31%
|
|
|
23
|
Callan Family Office
Radnor,
Pennsylvania
|
US$1295萬
|
+US$97.4萬
|
+13,917
|
+9%
|
|
|
24
|
Frontier Asset Management
Sheridan,
Wyoming
|
US$1211萬
|
+US$34.6萬
|
+4,949
|
+3%
|
|
|
25
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
US$1165萬
|
+US$113萬
|
+16,172
|
+11%
|
|
