|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$18億
|
-$6638万
|
-3,623,398
|
-3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$2.28億
|
+$1275万
|
+695,928
|
+5%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$1580万
|
+$29.3万
|
+15,986
|
+2%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
$1451万
|
-$118万
|
-64,600
|
-7%
|
|
|
5
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$919万
|
+$779万
|
+425,410
|
+317%
|
|
|
6
|
Janiczek Wealth Management
Denver,
Colorado
|
$696万
|
+$711万
|
+388,336
|
+1,087%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$644万
|
+$717万
|
+391,670
|
+130,557%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$643万
|
-$270万
|
-147,268
|
-27%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$633万
|
-$2415万
|
-1,318,304
|
-77%
|
|
|
10
|
Arlington Financial Advisors
Santa Barbara,
California
|
$520万
|
-$151万
|
-82,246
|
-21%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$514万
|
+$80.3万
|
+43,852
|
+16%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
$498万
|
+$2,931
|
+160
|
+0.1%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$497万
|
-$11.8万
|
-6,444
|
-2%
|
|
|
14
|
Opes Advisors
Cupertino,
California
|
$470万
|
+$1.89万
|
+1,030
|
+0.4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$407万
|
+$8.46万
|
+4,618
|
+2%
|
|
|
16
|
Ackerman Capital Advisors
Dallas,
Texas
|
$396万
|
+$442万
|
+241,316
|
新規
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$382万
|
-$328万
|
-178,814
|
-43%
|
|
|
18
|
Capital One Investing
Mclean,
Virginia
|
$366万
|
+$408万
|
+222,894
|
新規
|
|
|
19
|
Delphi Private Advisors
San Diego,
California
|
$339万
|
-$229万
|
-125,268
|
-38%
|
|
|
20
|
Strategic Advisors
New York
|
$330万
|
+$29.6万
|
+16,134
|
+9%
|
|
|
21
|
Tiedemann Advisors
New York
|
$287万
|
+$8,940
|
+488
|
+0.3%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$276万
|
-$7.33万
|
-4,000
|
-2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$274万
|
-$21.5万
|
-11,756
|
-7%
|
|
|
24
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$257万
|
+$23.6万
|
+12,902
|
+9%
|
|
|
25
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$253万
|
+$283万
|
+154,484
|
新規
|
|
