|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$37.3億
|
+$5261万
|
+1,613,490
|
+1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$1.76億
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.52億
|
+$1036万
|
+317,657
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.27億
|
+$509万
|
+156,075
|
+4%
|
|
|
5
|
|
$9387万
|
+$225万
|
+69,073
|
+2%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8430万
|
+$656万
|
+201,159
|
+8%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6966万
|
+$1117万
|
+342,495
|
+19%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$6136万
|
+$765万
|
+234,642
|
+14%
|
|
|
9
|
ALPS Advisors
Denver,
Colorado
|
$5280万
|
-$48.7万
|
-14,925
|
-0.9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5127万
|
+$1970万
|
+604,077
|
+61%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4388万
|
+$1056万
|
+323,831
|
+31%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4133万
|
+$1938万
|
+594,439
|
+86%
|
|
|
13
|
Lee Financial
Dallas,
Texas
|
$4020万
|
+$4066万
|
+1,246,766
|
新規
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$3924万
|
+$269万
|
+82,583
|
+7%
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3376万
|
+$371万
|
+113,678
|
+12%
|
|
|
16
|
|
$3083万
|
+$3118万
|
+956,180
|
新規
|
|
|
17
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2506万
|
+$416万
|
+127,667
|
+20%
|
|
|
18
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2262万
|
+$376万
|
+115,315
|
+20%
|
|
|
19
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$2235万
|
+$235万
|
+71,980
|
+12%
|
|
|
20
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2186万
|
+$98.9万
|
+30,322
|
+5%
|
|
|
21
|
|
$2146万
|
+$502万
|
+154,026
|
+30%
|
|
|
22
|
Opes Wealth Management
Menlo Park,
California
|
$2010万
|
-$203万
|
-62,296
|
-9%
|
|
|
23
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1954万
|
-$115万
|
-35,116
|
-5%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1824万
|
-$365万
|
-112,026
|
-17%
|
|
|
25
|
1900 Wealth Management
San Antonio,
Texas
|
$1809万
|
+$385万
|
+118,165
|
+27%
|
|
