|
1
|
Charles Schwab
San Francisco,
California
|
US$3434萬
|
+US$11.7萬
|
+4,506
|
+0.3%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$599萬
|
+US$69.8萬
|
+26,904
|
+13%
|
|
|
3
|
MYeCFO
La Jolla,
California
|
US$353萬
|
+US$32.4萬
|
+12,490
|
+10%
|
|
|
4
|
O'Rourke & Company
Boston,
Massachusetts
|
US$174萬
|
+US$48.9萬
|
+18,872
|
+39%
|
|
|
5
|
|
US$174萬
|
+US$174萬
|
+67,116
|
新
|
|
|
6
|
|
US$168萬
|
-US$798萬
|
-307,614
|
-83%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$149萬
|
+US$3,423
|
+132
|
+0.2%
|
|
|
8
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$129萬
|
+US$1.46萬
|
+564
|
+1%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$123萬
|
+US$34.5萬
|
+13,298
|
+39%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$78.5萬
|
-US$2.74萬
|
-1,058
|
-3%
|
|
|
11
|
Column Capital Advisors
Indianapolis,
Indiana
|
US$71.9萬
|
–
|
–
|
–
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$53.7萬
|
+US$45萬
|
+17,360
|
+515%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$51.8萬
|
+US$51.9萬
|
+20,000
|
新
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
US$36.2萬
|
+US$4.36萬
|
+1,682
|
+14%
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
US$34.2萬
|
-US$25.1萬
|
-9,670
|
-42%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
US$30.4萬
|
+US$4,408
|
+170
|
+1%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
US$24.6萬
|
-US$1.84萬
|
-710
|
-7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$22.1萬
|
–
|
–
|
–
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
US$20.5萬
|
–
|
–
|
–
|
|
|
20
|
Element Wealth
Ridgeland,
Mississippi
|
US$11.6萬
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$8.56萬
|
+US$7.56萬
|
+2,914
|
+747%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
US$8.45萬
|
+US$4.93萬
|
+1,900
|
+140%
|
|
|
23
|
CVA Family Office
Denver,
Colorado
|
US$4.37萬
|
+US$3.33萬
|
+1,284
|
+319%
|
|
|
24
|
VitalStone Financial
Shavano Park,
Texas
|
US$3.5萬
|
+US$3.51萬
|
+1,352
|
新
|
|
|
25
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
US$2.07萬
|
+US$2.07萬
|
+800
|
新
|
|
