|
1
|
Charles Schwab
San Francisco,
California
|
US$2538萬
|
-US$117萬
|
-33,799
|
-4%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$2365萬
|
+US$785萬
|
+226,717
|
+50%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1706萬
|
+US$228萬
|
+65,898
|
+16%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
US$1480萬
|
+US$137萬
|
+39,704
|
+10%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$1159萬
|
+US$1099萬
|
+317,390
|
+2,105%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1026萬
|
+US$77.4萬
|
+22,354
|
+8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
US$761萬
|
+US$728萬
|
+210,214
|
+2,610%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
US$721萬
|
-US$5.88萬
|
-1,698
|
-0.9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$666萬
|
-US$12.8萬
|
-3,686
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$647萬
|
-US$18萬
|
-5,205
|
-3%
|
|
|
11
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
US$634萬
|
+US$358萬
|
+103,399
|
+132%
|
|
|
12
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
US$601萬
|
-US$182萬
|
-52,603
|
-23%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$555萬
|
+US$546萬
|
+157,853
|
+12,115%
|
|
|
14
|
Mirsky Financial Management
Rochester,
New York
|
US$437萬
|
+US$68.2萬
|
+19,710
|
+19%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$429萬
|
+US$426萬
|
+122,953
|
新
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$339萬
|
+US$5.21萬
|
+1,506
|
+2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
US$322萬
|
+US$29.9萬
|
+8,640
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$295萬
|
-US$60.2萬
|
-17,403
|
-17%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
US$286萬
|
-US$30.5萬
|
-8,818
|
-10%
|
|
|
20
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
US$266萬
|
+US$264萬
|
+76,376
|
新
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
US$254萬
|
-US$721萬
|
-208,133
|
-74%
|
|
|
22
|
|
US$234萬
|
+US$133萬
|
+38,416
|
+134%
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
US$205萬
|
+US$38.4萬
|
+11,104
|
+25%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
US$204萬
|
+US$82.4萬
|
+23,806
|
+69%
|
|
|
25
|
Spinnaker Trust
Portland,
Maine
|
US$202萬
|
-US$15.8萬
|
-4,552
|
-7%
|
|
