|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$19.1億
|
+$2.21億
|
+11,647,994
|
+13%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$4258万
|
-$372万
|
-196,044
|
-8%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$1622万
|
+$53.7万
|
+28,310
|
+3%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1384万
|
+$1410万
|
+743,242
|
新規
|
|
|
5
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$929万
|
+$84.7万
|
+44,680
|
+10%
|
|
|
6
|
Delphi Private Advisors
San Diego,
California
|
$729万
|
-$81万
|
-42,712
|
-10%
|
|
|
7
|
Arlington Financial Advisors
Santa Barbara,
California
|
$627万
|
+$2.05万
|
+1,082
|
+0.3%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$589万
|
-$189万
|
-99,730
|
-24%
|
|
|
9
|
Opes Advisors
Cupertino,
California
|
$532万
|
-$60.9万
|
-32,112
|
-10%
|
|
|
10
|
ProVise Management Group
Clearwater,
Florida
|
$524万
|
-$7万
|
-3,690
|
-1%
|
|
|
11
|
Ackerman Capital Advisors
Dallas,
Texas
|
$518万
|
-$110万
|
-57,992
|
-18%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$460万
|
+$8.47万
|
+4,464
|
+2%
|
|
|
13
|
Frontier Wealth Management
Kansas City,
Missouri
|
$443万
|
+$6.17万
|
+3,252
|
+1%
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$424万
|
+$180万
|
+94,684
|
+71%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$372万
|
-$417
|
-22
|
-0%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$353万
|
–
|
–
|
–
|
|
|
17
|
Tiedemann Advisors
New York
|
$328万
|
+$14.9万
|
+7,834
|
+5%
|
|
|
18
|
Strategic Advisors
New York
|
$300万
|
+$12.9万
|
+6,776
|
+4%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$283万
|
+$19万
|
+10,000
|
+7%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$236万
|
+$1.6万
|
+842
|
+0.7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$208万
|
+$1.81万
|
+952
|
+0.9%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$153万
|
+$90.2万
|
+47,574
|
+137%
|
|
|
23
|
Cobblestone Capital Advisors
Rochester,
New York
|
$145万
|
-$77.3万
|
-40,780
|
-34%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$142万
|
+$111万
|
+58,296
|
+324%
|
|
|
25
|
|
$138万
|
-$378万
|
-199,496
|
-73%
|
|
