|
1
|
Charles Schwab
San Francisco,
California
|
US$9470萬
|
+US$6048萬
|
+1,327,935
|
+175%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
US$4426萬
|
+US$309萬
|
+67,955
|
+7%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$3757萬
|
+US$73.7萬
|
+16,189
|
+2%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$3477萬
|
+US$112萬
|
+24,672
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2786萬
|
+US$1184萬
|
+259,885
|
+74%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
US$2620萬
|
+US$716萬
|
+157,135
|
+37%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
US$2237萬
|
-US$17.8萬
|
-3,906
|
-0.8%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
US$1250萬
|
+US$55.1萬
|
+12,088
|
+5%
|
|
|
9
|
Beaumont Capital Management
Boston,
Massachusetts
|
US$1083萬
|
+US$1086萬
|
+238,350
|
新
|
|
|
10
|
Connectus Wealth
Cincinnati,
Ohio
|
US$1011萬
|
+US$30.7萬
|
+6,731
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$977萬
|
+US$71.9萬
|
+15,792
|
+8%
|
|
|
12
|
Personal CFO Solutions
Chester,
New Jersey
|
US$704萬
|
+US$200萬
|
+43,910
|
+40%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$676萬
|
-US$69萬
|
-15,148
|
-9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
US$643萬
|
-US$68.7萬
|
-15,079
|
-10%
|
|
|
15
|
|
US$627萬
|
+US$49.2萬
|
+10,803
|
+8%
|
|
|
16
|
Walker Financial Services
Bowling Green,
Kentucky
|
US$589萬
|
-US$12.5萬
|
-2,746
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
US$572萬
|
-US$200萬
|
-43,975
|
-26%
|
|
|
18
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
US$571萬
|
-US$8.1萬
|
-1,778
|
-1%
|
|
|
19
|
|
US$565萬
|
-US$5.71萬
|
-1,254
|
-1%
|
|
|
20
|
|
US$554萬
|
-US$249萬
|
-54,578
|
-31%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
US$553萬
|
-US$91.9萬
|
-20,178
|
-14%
|
|
|
22
|
Systelligence LLC
Bloomington,
Minnesota
|
US$548萬
|
-US$654萬
|
-143,508
|
-54%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
US$500萬
|
-US$6.99萬
|
-1,534
|
-1%
|
|
|
24
|
Atria Wealth Solutions
New York
|
US$473萬
|
+US$74萬
|
+16,253
|
+18%
|
|
|
25
|
Atlas Capital Advisors
Jackson,
Wyoming
|
US$452萬
|
-US$23.3萬
|
-5,117
|
-5%
|
|
