|
1
|
Charles Schwab
San Francisco,
California
|
US$62.2億
|
+US$2.48億
|
+9,740,531
|
+4%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
US$1145萬
|
+US$163萬
|
+63,887
|
+17%
|
|
|
3
|
Adams Wealth Management
Logan,
Utah
|
US$977萬
|
+US$88.3萬
|
+34,724
|
+10%
|
|
|
4
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
US$504萬
|
+US$56.5萬
|
+22,195
|
+13%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
US$410萬
|
+US$232萬
|
+91,198
|
+130%
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
US$335萬
|
+US$17.8萬
|
+7,002
|
+6%
|
|
|
7
|
|
US$232萬
|
-US$1338萬
|
-525,969
|
-85%
|
|
|
8
|
|
US$215萬
|
-US$615萬
|
-241,887
|
-74%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$188萬
|
-US$511萬
|
-200,864
|
-73%
|
|
|
10
|
|
US$141萬
|
-US$30.7萬
|
-12,061
|
-18%
|
|
|
11
|
Aspetuck Financial Management
Westport,
Connecticut
|
US$107萬
|
+US$33.7萬
|
+13,250
|
+46%
|
|
|
12
|
LPL Financial
San Diego,
California
|
US$104萬
|
-US$16.8萬
|
-6,599
|
-14%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$97.9萬
|
+US$33.3萬
|
+13,087
|
+51%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
US$96萬
|
-US$75.2萬
|
-29,577
|
-44%
|
|
|
15
|
|
US$67.7萬
|
+US$33.3萬
|
+13,101
|
+97%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$66.7萬
|
+US$9,438
|
+371
|
+1%
|
|
|
17
|
Chapman Financial Group
Kailua,
Hawaii
|
US$66.6萬
|
+US$1.78萬
|
+700
|
+3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
US$64.8萬
|
-US$11.1萬
|
-4,347
|
-15%
|
|
|
19
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
US$54.7萬
|
–
|
–
|
–
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$45.4萬
|
+US$22.7萬
|
+8,921
|
+100%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$39.3萬
|
+US$4.74萬
|
+1,863
|
+14%
|
|
|
22
|
Brighton Jones LLC
Seattle,
Washington
|
US$38.4萬
|
+US$38.5萬
|
+15,125
|
新
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
US$36.8萬
|
+US$36.8萬
|
+14,481
|
新
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
US$36萬
|
+US$28.1萬
|
+11,056
|
+356%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
US$35.7萬
|
+US$35.7萬
|
+14,049
|
新
|
|
