|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2521万
|
-$150万
|
-26,263
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$477万
|
-$1.9万
|
-334
|
-0.4%
|
|
|
3
|
Courage Miller Partners
Norfolk,
Virginia
|
$440万
|
-$31.1万
|
-5,470
|
-7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$187万
|
+$44.2万
|
+7,758
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$174万
|
-$125万
|
-21,967
|
-43%
|
|
|
6
|
Ronald Blue & Co
Roswell,
Georgia
|
$166万
|
-$451万
|
-79,233
|
-74%
|
|
|
7
|
Advisory Alpha
Holland,
Michigan
|
$132万
|
+$2.62万
|
+460
|
+2%
|
|
|
8
|
|
$124万
|
-$56.4万
|
-9,914
|
-32%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$119万
|
+$1.45万
|
+254
|
+1%
|
|
|
10
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$49.9万
|
+$23.5万
|
+4,127
|
新規
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$34.3万
|
-$6.56万
|
-1,152
|
-17%
|
|
|
12
|
KCM Investment Advisors
Greenbrae,
California
|
$33.5万
|
–
|
–
|
–
|
|
|
13
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$30.5万
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.9万
|
-$4.79万
|
-841
|
-17%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$22.1万
|
-$178万
|
-31,214
|
-89%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$21.5万
|
-$2.58万
|
-454
|
-11%
|
|
|
17
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$21.3万
|
-$2.85万
|
-500
|
-12%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.3万
|
+$20.5万
|
+3,594
|
新規
|
|
|
19
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$15.1万
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8万
|
+$8,540
|
+150
|
+12%
|
|
|
21
|
American International Group
New York
|
$3.6万
|
–
|
–
|
–
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.2万
|
-$3,416
|
-60
|
-10%
|
|
|
23
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3万
|
–
|
–
|
–
|
|
|
24
|
|
$1.4万
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$1.1万
|
+$2,277
|
+40
|
+28%
|
|
