|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$23.1億
|
+$1.05億
|
+5,144,334
|
+5%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$2.69億
|
+$237万
|
+115,804
|
+0.9%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3469万
|
+$2949万
|
+1,441,456
|
+550%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$1931万
|
-$127万
|
-62,226
|
-6%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
$1926万
|
+$79.4万
|
+38,820
|
+4%
|
|
|
6
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1098万
|
+$38.5万
|
+18,804
|
+4%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$838万
|
-$314万
|
-153,706
|
-27%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$756万
|
+$40.5万
|
+19,802
|
+5%
|
|
|
9
|
Delphi Private Advisors
San Diego,
California
|
$676万
|
-$45.4万
|
-22,192
|
-6%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$629万
|
+$41.7万
|
+20,376
|
+7%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$618万
|
+$35.5万
|
+17,366
|
+6%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$581万
|
-$1.67万
|
-814
|
-0.3%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$548万
|
-$2.41万
|
-1,178
|
-0.4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$495万
|
-$10.9万
|
-5,330
|
-2%
|
|
|
15
|
Strategic Advisors
New York
|
$377万
|
+$27.8万
|
+13,566
|
+8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$364万
|
+$13.7万
|
+6,686
|
+4%
|
|
|
17
|
Tiedemann Advisors
New York
|
$355万
|
+$3,150
|
+154
|
+0.1%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$351万
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$344万
|
-$9.8万
|
-4,796
|
-3%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$338万
|
-$115万
|
-56,228
|
-25%
|
|
|
21
|
|
$325万
|
+$327万
|
+159,836
|
新規
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$322万
|
+$311万
|
+152,260
|
+2,498%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$292万
|
+$1.45万
|
+708
|
+0.5%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$273万
|
+$47.2万
|
+23,080
|
+21%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$216万
|
-$5.11万
|
-2,500
|
-2%
|
|
