|
1
|
Fidelity Investments
Boston,
Massachusetts
|
US$8.51億
|
-US$3733萬
|
-754,958
|
-4%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$2.94億
|
+US$1981萬
|
+400,546
|
+8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1.8億
|
+US$479萬
|
+96,787
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.25億
|
+US$1289萬
|
+260,764
|
+12%
|
|
|
5
|
Kestra Investment Management
Austin,
Texas
|
US$7610萬
|
+US$1035萬
|
+209,405
|
+17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
US$7226萬
|
+US$735萬
|
+148,606
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$7162萬
|
+US$385萬
|
+77,804
|
+6%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
US$4583萬
|
+US$127萬
|
+25,612
|
+3%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
US$3946萬
|
-US$58.5萬
|
-11,826
|
-2%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$3259萬
|
+US$236萬
|
+47,688
|
+8%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
US$3147萬
|
-US$886萬
|
-179,223
|
-23%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$2989萬
|
-US$77.6萬
|
-15,702
|
-3%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
US$2565萬
|
-US$361萬
|
-72,984
|
-13%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$2547萬
|
+US$358萬
|
+72,305
|
+18%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
US$2436萬
|
+US$133萬
|
+26,847
|
+6%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
US$2150萬
|
+US$605萬
|
+122,271
|
+43%
|
|
|
17
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
US$1884萬
|
+US$193萬
|
+38,940
|
+12%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1876萬
|
-US$292萬
|
-59,065
|
-14%
|
|
|
19
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
US$1868萬
|
-US$22萬
|
-4,445
|
-1%
|
|
|
20
|
GEN Financial Management
Plymouth,
Minnesota
|
US$1572萬
|
-US$29.5萬
|
-5,970
|
-2%
|
|
|
21
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
US$1312萬
|
+US$4.54萬
|
+919
|
+0.4%
|
|
|
22
|
Presper Financial Architects
Akron,
Ohio
|
US$1303萬
|
-US$1.85萬
|
-375
|
-0.2%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
US$1062萬
|
-US$8.96萬
|
-1,812
|
-0.9%
|
|
|
24
|
Prasad Wealth Partners
Independence,
Ohio
|
US$1046萬
|
+US$3.46萬
|
+700
|
+0.4%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
US$987萬
|
+US$214萬
|
+43,273
|
+30%
|
|
