|
1
|
Charles Schwab
San Francisco,
California
|
US$9953萬
|
+US$7072萬
|
+1,880,505
|
+258%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$3352萬
|
+US$752萬
|
+200,051
|
+29%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
US$1651萬
|
+US$30.7萬
|
+8,176
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1636萬
|
-US$227萬
|
-60,341
|
-12%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1535萬
|
+US$915萬
|
+243,199
|
+153%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1455萬
|
+US$329萬
|
+87,458
|
+30%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1449萬
|
+US$730萬
|
+194,139
|
+105%
|
|
|
8
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$1117萬
|
+US$631萬
|
+167,883
|
+137%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
US$1007萬
|
+US$719萬
|
+191,166
|
+263%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
US$919萬
|
+US$915萬
|
+243,322
|
新
|
|
|
11
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$898萬
|
-US$366萬
|
-97,224
|
-29%
|
|
|
12
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
US$728萬
|
-US$7.25萬
|
-1,928
|
-1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$715萬
|
-US$13.4萬
|
-3,563
|
-2%
|
|
|
14
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
US$686萬
|
-US$7.64萬
|
-2,031
|
-1%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
US$489萬
|
+US$10.3萬
|
+2,751
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
US$450萬
|
+US$83.1萬
|
+22,092
|
+23%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
US$398萬
|
+US$388萬
|
+103,131
|
新
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
US$368萬
|
+US$143萬
|
+38,069
|
+65%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$356萬
|
-US$14.8萬
|
-3,940
|
-4%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
US$313萬
|
+US$5,416
|
+144
|
+0.2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$289萬
|
-US$32.7萬
|
-8,702
|
-10%
|
|
|
22
|
LPL Financial
San Diego,
California
|
US$278萬
|
+US$85.6萬
|
+22,762
|
+46%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
US$274萬
|
+US$76.7萬
|
+20,398
|
+40%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
US$250萬
|
+US$141萬
|
+37,448
|
+134%
|
|
|
25
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
US$223萬
|
+US$220萬
|
+58,486
|
新
|
|
