|
1
|
Victory Capital Management
San Antonio,
Texas
|
US$6.96億
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
US$2.01億
|
-US$5778萬
|
-1,233,584
|
-22%
|
|
|
3
|
|
US$1.83億
|
+US$664萬
|
+141,682
|
+4%
|
|
|
4
|
Bogart Wealth LLC
Mclean,
Virginia
|
US$1.02億
|
+US$525萬
|
+112,062
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$1億
|
+US$172萬
|
+36,815
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$7421萬
|
+US$879萬
|
+187,592
|
+13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
US$6422萬
|
-US$2718萬
|
-580,340
|
-30%
|
|
|
8
|
Calamos Wealth Management
Naperville,
Illinois
|
US$6319萬
|
+US$354萬
|
+75,481
|
+6%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$5658萬
|
-US$353萬
|
-75,269
|
-6%
|
|
|
10
|
Allen Capital Group
Grand Island,
Nebraska
|
US$5561萬
|
+US$344萬
|
+73,392
|
+7%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
US$5341萬
|
+US$505萬
|
+107,827
|
+10%
|
|
|
12
|
Meeder Advisory Services
Dublin,
Ohio
|
US$3714萬
|
+US$101萬
|
+21,648
|
+3%
|
|
|
13
|
MBL Wealth
Charlotte,
North Carolina
|
US$3554萬
|
+US$177萬
|
+37,896
|
+5%
|
|
|
14
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
US$3142萬
|
+US$871萬
|
+185,948
|
+38%
|
|
|
15
|
Pine Valley Investments
Marlton,
New Jersey
|
US$3113萬
|
+US$410萬
|
+87,546
|
+15%
|
|
|
16
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
US$2757萬
|
+US$41.4萬
|
+8,838
|
+2%
|
|
|
17
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
US$2670萬
|
+US$582萬
|
+124,230
|
+28%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
US$2393萬
|
-US$346萬
|
-73,887
|
-13%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
US$2231萬
|
+US$1224萬
|
+261,387
|
+122%
|
|
|
20
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
US$2158萬
|
+US$896萬
|
+191,385
|
+71%
|
|
|
21
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
US$2110萬
|
+US$54.4萬
|
+11,622
|
+3%
|
|
|
22
|
HORAN Wealth
Cincinnati,
Ohio
|
US$1955萬
|
+US$29.6萬
|
+6,311
|
+2%
|
|
|
23
|
Sargent Investment Group
Bethesda,
Maryland
|
US$1900萬
|
+US$1.61萬
|
+344
|
+0.1%
|
|
|
24
|
Pathway Financial Advisors
South Burlington,
Vermont
|
US$1865萬
|
-US$17.4萬
|
-3,715
|
-0.9%
|
|
|
25
|
Klingenstein Fields & Co
New York
|
US$1664萬
|
+US$193萬
|
+41,292
|
+13%
|
|
