|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.32億
|
+$4.26億
|
+11,047,822
|
新規
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2868万
|
+$586万
|
+151,898
|
+26%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$1778万
|
+$1757万
|
+455,290
|
新規
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$1578万
|
+$52.5万
|
+13,600
|
+3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$1293万
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$938万
|
+$724万
|
+187,722
|
+357%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$698万
|
+$5.48万
|
+1,420
|
+0.8%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$656万
|
+$327万
|
+84,728
|
+102%
|
|
|
9
|
Quest Investment Management
Lake Oswego,
Oregon
|
$466万
|
+$322万
|
+83,445
|
+233%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$444万
|
+$308万
|
+79,709
|
+236%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$413万
|
-$1858万
|
-481,518
|
-82%
|
|
|
12
|
Bank of New York Mellon
New York
|
$412万
|
+$75.8万
|
+19,637
|
+23%
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$394万
|
+$156万
|
+40,435
|
+67%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$376万
|
+$67.7万
|
+17,554
|
+22%
|
|
|
15
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$290万
|
+$289万
|
+74,841
|
新規
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$288万
|
+$285万
|
+73,845
|
新規
|
|
|
17
|
Claybrook Capital
Wellesley,
Massachusetts
|
$266万
|
–
|
–
|
–
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$259万
|
+$92.3万
|
+23,910
|
+56%
|
|
|
19
|
Bessemer Group
Woodbridge,
New Jersey
|
$254万
|
+$251万
|
+65,000
|
新規
|
|
|
20
|
|
$236万
|
-$100万
|
-25,900
|
-30%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$204万
|
+$5.8万
|
+1,503
|
+3%
|
|
|
22
|
Premia Global Advisors
Coral Gables,
Florida
|
$166万
|
+$164万
|
+42,555
|
新規
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$164万
|
+$114万
|
+29,626
|
+238%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$156万
|
+$87.2万
|
+22,598
|
+130%
|
|
|
25
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$143万
|
+$73.9万
|
+19,164
|
+109%
|
|
