|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$23.3億
|
+$1.6億
|
+8,538,814
|
+7%
|
|
|
2
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2982万
|
+$67.1万
|
+35,730
|
+2%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
$1868万
|
-$8.65万
|
-4,604
|
-0.5%
|
|
|
4
|
Clarius Group LLC
Seattle,
Washington
|
$1495万
|
+$1053万
|
+560,594
|
+241%
|
|
|
5
|
Brouwer & Janachowski
Mill Valley,
California
|
$1013万
|
-$60.2万
|
-32,034
|
-6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$951万
|
+$316万
|
+168,380
|
+50%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$931万
|
+$40.3万
|
+21,460
|
+5%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
$899万
|
-$41.7万
|
-22,188
|
-4%
|
|
|
9
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$875万
|
+$58.6万
|
+31,214
|
+7%
|
|
|
10
|
Janiczek Wealth Management
Denver,
Colorado
|
$851万
|
-$22.1万
|
-11,754
|
-3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$695万
|
-$2801万
|
-1,491,622
|
-80%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$627万
|
+$11.3万
|
+6,006
|
+2%
|
|
|
13
|
ProVise Management Group
Clearwater,
Florida
|
$594万
|
+$14.8万
|
+7,898
|
+3%
|
|
|
14
|
Capital One Investing
Mclean,
Virginia
|
$554万
|
+$104万
|
+55,496
|
+23%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$543万
|
+$491万
|
+261,708
|
+1,166%
|
|
|
16
|
Opes Wealth Management
Menlo Park,
California
|
$542万
|
-$7,550
|
-402
|
-0.1%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$403万
|
-$222万
|
-118,168
|
-36%
|
|
|
18
|
Strategic Advisors
New York
|
$397万
|
-$5.37万
|
-2,862
|
-1%
|
|
|
19
|
Focus Financial Network
Minneapolis,
Minnesota
|
$377万
|
-$2.98万
|
-1,586
|
-0.8%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$376万
|
+$8.53万
|
+4,540
|
+2%
|
|
|
21
|
Delphi Private Advisors
San Diego,
California
|
$362万
|
-$4.82万
|
-2,568
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$362万
|
-$10.8万
|
-5,758
|
-3%
|
|
|
23
|
|
$359万
|
+$291万
|
+155,070
|
+437%
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$317万
|
-$316万
|
-168,200
|
-50%
|
|
|
25
|
|
$315万
|
+$42.9万
|
+22,842
|
+16%
|
|
