|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$29億
|
+$1.65億
|
+5,775,472
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$3.69億
|
+$1145万
|
+401,940
|
+3%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$1.68億
|
–
|
–
|
–
|
|
|
4
|
|
$1.37億
|
+$239万
|
+84,025
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5015万
|
+$843万
|
+295,939
|
+21%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$3250万
|
+$50万
|
+17,563
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$2138万
|
+$104万
|
+36,605
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2084万
|
+$1814万
|
+636,656
|
+758%
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
$1924万
|
-$684
|
-24
|
-0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1763万
|
+$82万
|
+28,784
|
+5%
|
|
|
11
|
|
$1729万
|
-$134万
|
-46,978
|
-7%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1634万
|
+$6.37万
|
+2,237
|
+0.4%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$1428万
|
+$1407万
|
+493,913
|
新規
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1397万
|
-$108万
|
-37,759
|
-9%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1279万
|
-$25.7万
|
-9,026
|
-2%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1127万
|
+$33.1万
|
+11,630
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1087万
|
+$64.6万
|
+22,660
|
+6%
|
|
|
18
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$999万
|
+$367万
|
+128,718
|
+59%
|
|
|
19
|
Tarbox Family Office
Newport Beach,
California
|
$971万
|
+$56.1万
|
+19,689
|
+6%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$945万
|
+$828万
|
+290,706
|
+805%
|
|
|
21
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$914万
|
+$51.3万
|
+18,022
|
+6%
|
|
|
22
|
|
$887万
|
-$43.5万
|
-15,260
|
-5%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$856万
|
+$5.8万
|
+2,036
|
+0.7%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$793万
|
+$60.2万
|
+21,129
|
+8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$742万
|
+$5.64万
|
+1,981
|
+0.8%
|
|
