|
1
|
Charles Schwab
San Francisco,
California
|
US$3295萬
|
+US$18.2萬
|
+7,078
|
+0.6%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
US$1388萬
|
-US$37萬
|
-14,366
|
-3%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1290萬
|
+US$9.05萬
|
+3,516
|
+0.7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$957萬
|
+US$817萬
|
+317,572
|
+578%
|
|
|
5
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$778萬
|
+US$48.4萬
|
+18,828
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$669萬
|
+US$75.8萬
|
+29,466
|
+13%
|
|
|
7
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$617萬
|
–
|
–
|
–
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
US$583萬
|
+US$143萬
|
+55,572
|
+32%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$354萬
|
+US$3.09萬
|
+1,200
|
+0.9%
|
|
|
10
|
|
US$347萬
|
+US$229萬
|
+89,122
|
+194%
|
|
|
11
|
MYeCFO
La Jolla,
California
|
US$301萬
|
-US$144萬
|
-55,960
|
-32%
|
|
|
12
|
O'Rourke & Company
Boston,
Massachusetts
|
US$223萬
|
-US$6.09萬
|
-2,368
|
-3%
|
|
|
13
|
VanderPol Investments
Caledonia,
Michigan
|
US$214萬
|
-US$2.84萬
|
-1,102
|
-1%
|
|
|
14
|
|
US$206萬
|
+US$186萬
|
+72,104
|
+882%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$200萬
|
+US$31.3萬
|
+12,164
|
+19%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$153萬
|
+US$44.5萬
|
+17,294
|
+41%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$149萬
|
-US$38.6萬
|
-15,002
|
-21%
|
|
|
18
|
Bank of New York Mellon
New York
|
US$147萬
|
+US$8,747
|
+340
|
+0.6%
|
|
|
19
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$120萬
|
-US$8.17萬
|
-3,174
|
-6%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$104萬
|
+US$9,982
|
+388
|
+1%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
US$97.6萬
|
+US$97.7萬
|
+37,990
|
新
|
|
|
22
|
Savvy Advisors Inc
New York
|
US$88.1萬
|
+US$88.2萬
|
+34,268
|
新
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$75.1萬
|
-US$11.7萬
|
-4,550
|
-13%
|
|
|
24
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
US$68.3萬
|
+US$68.4萬
|
+26,592
|
新
|
|
|
25
|
Berger Financial Group
Plymouth,
Minnesota
|
US$63.1萬
|
-US$9,982
|
-388
|
-2%
|
|
