|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$21.6億
|
+$1.12億
|
+5,758,956
|
+6%
|
|
|
2
|
First Command Financial Services
Fort Worth,
Texas
|
$2.62億
|
+$2.56億
|
+13,091,720
|
+109,025%
|
|
|
3
|
First Command Advisory Services
Fort Worth,
Texas
|
$2.61億
|
+$2.55億
|
+13,083,074
|
+46,725,264%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$2017万
|
-$2492万
|
-1,276,382
|
-56%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$1810万
|
+$70.2万
|
+35,954
|
+4%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1128万
|
-$347万
|
-177,844
|
-24%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1038万
|
+$41.4万
|
+21,196
|
+4%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$769万
|
+$89.9万
|
+46,078
|
+14%
|
|
|
9
|
Delphi Private Advisors
San Diego,
California
|
$706万
|
-$73.2万
|
-37,516
|
-10%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$576万
|
-$54万
|
-27,682
|
-9%
|
|
|
11
|
Opes Advisors
Cupertino,
California
|
$571万
|
+$3,201
|
+164
|
+0.1%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$571万
|
+$9.06万
|
+4,642
|
+2%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$540万
|
+$82.8万
|
+42,422
|
+19%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$523万
|
+$122万
|
+62,248
|
+31%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$496万
|
+$2.63万
|
+1,346
|
+0.5%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
$454万
|
+$445万
|
+227,786
|
新規
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$444万
|
-$30.7万
|
-15,746
|
-7%
|
|
|
18
|
Tiedemann Advisors
New York
|
$347万
|
-$3.6万
|
-1,846
|
-1%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$346万
|
-$24.6万
|
-12,578
|
-7%
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$344万
|
+$39万
|
+20,000
|
+13%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$343万
|
+$190万
|
+97,588
|
+131%
|
|
|
22
|
Strategic Advisors
New York
|
$342万
|
+$20.1万
|
+10,320
|
+6%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$285万
|
+$30.8万
|
+15,784
|
+12%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$222万
|
+$68万
|
+34,838
|
+46%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$216万
|
-$5.83万
|
-2,986
|
-3%
|
|
