|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.21億
|
+$1.25億
|
+2,986,375
|
新規
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4744万
|
+$1953万
|
+465,373
|
+63%
|
|
|
3
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4373万
|
+$551万
|
+131,355
|
+14%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3692万
|
+$1677万
|
+399,576
|
+78%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2734万
|
+$435万
|
+103,557
|
+18%
|
|
|
6
|
Cantor Fitzgerald Investment Advisors
New York
|
$2384万
|
+$38.4万
|
+9,157
|
+2%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1943万
|
+$66.7万
|
+15,906
|
+3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$1540万
|
+$871万
|
+207,652
|
+119%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1348万
|
+$85.6万
|
+20,406
|
+7%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1075万
|
+$362万
|
+86,372
|
+48%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$997万
|
-$3,902
|
-93
|
-0%
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$988万
|
+$44.3万
|
+10,561
|
+5%
|
|
|
13
|
|
$985万
|
+$239万
|
+56,882
|
+30%
|
|
|
14
|
LVZ Inc
Holland,
Michigan
|
$919万
|
+$955万
|
+227,629
|
新規
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$916万
|
+$30.8万
|
+7,333
|
+3%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$768万
|
+$239万
|
+57,041
|
+43%
|
|
|
17
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$743万
|
-$13.7万
|
-3,272
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$719万
|
-$85.3万
|
-20,333
|
-10%
|
|
|
19
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$696万
|
+$16.2万
|
+3,869
|
+2%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$692万
|
-$51.7万
|
-12,330
|
-7%
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$647万
|
+$46.8万
|
+11,156
|
+7%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$629万
|
+$209万
|
+49,713
|
+47%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$600万
|
+$137万
|
+32,746
|
+28%
|
|
|
24
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$579万
|
+$344万
|
+82,100
|
+134%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$554万
|
+$127万
|
+30,242
|
+28%
|
|
