|
1
|
Bank of America
Charlotte,
North Carolina
|
$4698万
|
+$704万
|
+119,846
|
+18%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$3570万
|
-$80.8万
|
-13,768
|
-2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2944万
|
-$97.6万
|
-16,624
|
-3%
|
|
|
4
|
Bailard
Foster City,
California
|
$1734万
|
+$344万
|
+58,662
|
+25%
|
|
|
5
|
|
$1717万
|
+$30.6万
|
+5,216
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1525万
|
+$174万
|
+29,546
|
+13%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1001万
|
+$216万
|
+36,816
|
+28%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$826万
|
-$5.64万
|
-960
|
-0.7%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$794万
|
+$88.7万
|
+15,102
|
+13%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$682万
|
+$49万
|
+8,342
|
+8%
|
|
|
11
|
|
$542万
|
-$249万
|
-42,358
|
-32%
|
|
|
12
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$506万
|
-$45万
|
-7,670
|
-8%
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$423万
|
+$64.7万
|
+11,020
|
+18%
|
|
|
14
|
|
$409万
|
+$21万
|
+3,578
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$382万
|
-$7.42万
|
-1,264
|
-2%
|
|
|
16
|
Parkside Advisors
Berkeley,
California
|
$376万
|
-$2.69万
|
-458
|
-0.7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$373万
|
+$22.6万
|
+3,848
|
+6%
|
|
|
18
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$283万
|
–
|
–
|
–
|
|
|
19
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$283万
|
–
|
–
|
–
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$279万
|
+$46.8万
|
+7,970
|
+20%
|
|
|
21
|
AJ Wealth Strategies
New York
|
$205万
|
+$25.1万
|
+4,276
|
+14%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$198万
|
+$5.79万
|
+986
|
+3%
|
|
|
23
|
Virtu KCG Holdings
New York
|
$162万
|
-$425万
|
-72,324
|
-72%
|
|
|
24
|
|
$151万
|
+$151万
|
+25,632
|
新規
|
|
|
25
|
Garde Capital
Seattle,
Washington
|
$148万
|
-$6.32万
|
-1,076
|
-4%
|
|
