|
1
|
Charles Schwab
San Francisco,
California
|
$5.65億
|
+$7435万
|
+1,298,720
|
+15%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$4.19億
|
+$6164万
|
+1,076,603
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.14億
|
+$794万
|
+138,666
|
+8%
|
|
|
4
|
|
$1.12億
|
+$365万
|
+63,696
|
+3%
|
|
|
5
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.01億
|
+$969万
|
+169,335
|
+11%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$1億
|
-$371万
|
-64,816
|
-4%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$9749万
|
+$2923万
|
+510,501
|
+43%
|
|
|
8
|
Syon Capital
San Francisco,
California
|
$8045万
|
+$249万
|
+43,569
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7556万
|
+$935万
|
+163,261
|
+14%
|
|
|
10
|
Bailard
Foster City,
California
|
$6994万
|
-$121万
|
-21,191
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6446万
|
+$557万
|
+97,204
|
+10%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$5369万
|
+$73.5万
|
+12,841
|
+1%
|
|
|
13
|
|
$4991万
|
-$96.9万
|
-16,932
|
-2%
|
|
|
14
|
|
$3982万
|
+$50.9万
|
+8,891
|
+1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$3845万
|
+$54.8万
|
+9,573
|
+1%
|
|
|
16
|
TIAA-CREF Individual & Institutional Services
New York
|
$3841万
|
+$15.6万
|
+2,727
|
+0.4%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$3600万
|
-$187万
|
-32,606
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2941万
|
+$221万
|
+38,582
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2902万
|
-$163万
|
-28,431
|
-5%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$2753万
|
+$468万
|
+81,660
|
+21%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2624万
|
+$291万
|
+50,819
|
+13%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$2514万
|
+$254万
|
+44,352
|
+11%
|
|
|
23
|
|
$2251万
|
+$341万
|
+59,514
|
+18%
|
|
|
24
|
West Wealth Group
Irvine,
California
|
$2218万
|
+$304万
|
+53,024
|
+16%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2179万
|
+$124万
|
+21,653
|
+6%
|
|
