|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$3060萬
|
-US$7672萬
|
-2,085,219
|
-72%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2354萬
|
-US$200萬
|
-54,453
|
-8%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$1774萬
|
-US$300萬
|
-81,518
|
-15%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
US$1350萬
|
-US$6.91萬
|
-1,879
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$986萬
|
+US$5.9萬
|
+1,604
|
+0.6%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$852萬
|
-US$78萬
|
-21,206
|
-9%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
US$847萬
|
-US$1,030
|
-28
|
-0%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
US$711萬
|
+US$28.9萬
|
+7,846
|
+4%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$649萬
|
-US$86.9萬
|
-23,609
|
-12%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$533萬
|
-US$185萬
|
-50,240
|
-26%
|
|
|
11
|
Mirsky Financial Management
Rochester,
New York
|
US$384萬
|
+US$31.5萬
|
+8,552
|
+9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$384萬
|
+US$61.8萬
|
+16,799
|
+20%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
US$357萬
|
-US$8.37萬
|
-2,274
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
US$318萬
|
+US$40.5萬
|
+10,998
|
+15%
|
|
|
15
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
US$284萬
|
+US$277萬
|
+75,266
|
新
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
US$281萬
|
+US$275萬
|
+74,653
|
新
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
US$247萬
|
-US$92萬
|
-25,009
|
-28%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
US$237萬
|
-US$59.1萬
|
-16,073
|
-20%
|
|
|
19
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
US$235萬
|
-US$8.44萬
|
-2,294
|
-4%
|
|
|
20
|
55I LLC
Boston,
Massachusetts
|
US$222萬
|
+US$96.6萬
|
+26,263
|
+80%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
US$222萬
|
-US$3.85萬
|
-1,047
|
-2%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
US$214萬
|
+US$44萬
|
+11,953
|
+27%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
US$208萬
|
+US$8.06萬
|
+2,192
|
+4%
|
|
|
24
|
Demars Financial Group
Spokane Valley,
Washington
|
US$204萬
|
+US$200萬
|
+54,235
|
新
|
|
|
25
|
|
US$193萬
|
+US$18.2萬
|
+4,953
|
+11%
|
|
