|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4800万
|
+$99.2万
|
+14,206
|
+2%
|
|
|
2
|
|
$3940万
|
+$1196万
|
+171,189
|
+44%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2714万
|
-$230万
|
-32,914
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2690万
|
-$237万
|
-33,900
|
-8%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$1741万
|
-$18万
|
-2,583
|
-1%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$1510万
|
+$5.85万
|
+838
|
+0.4%
|
|
|
7
|
|
$1195万
|
-$107万
|
-15,307
|
-8%
|
|
|
8
|
One Capital Management
Westlake Village,
California
|
$1101万
|
-$19.1万
|
-2,728
|
-2%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1074万
|
-$47.3万
|
-6,780
|
-4%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1045万
|
-$101万
|
-14,447
|
-9%
|
|
|
11
|
Dowling & Yahnke
San Diego,
California
|
$964万
|
+$29.6万
|
+4,245
|
+3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$861万
|
-$116万
|
-16,652
|
-12%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$796万
|
-$718万
|
-102,782
|
-48%
|
|
|
14
|
Monroe Bank & Trust
Monroe,
Michigan
|
$726万
|
+$93.2万
|
+13,345
|
+15%
|
|
|
15
|
|
$719万
|
-$7.38万
|
-1,057
|
-1%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$655万
|
+$216万
|
+30,862
|
+50%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$528万
|
-$12.5万
|
-1,795
|
-2%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$514万
|
+$149万
|
+21,385
|
+42%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$507万
|
-$17.5万
|
-2,503
|
-3%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$439万
|
-$518万
|
-74,199
|
-54%
|
|
|
21
|
Charles Schwab
San Francisco,
California
|
$435万
|
-$3.09万
|
-442
|
-0.7%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
$412万
|
-$68.7万
|
-9,831
|
-14%
|
|
|
23
|
Pegasus Partners
Mequon,
Wisconsin
|
$360万
|
+$6.34万
|
+908
|
+2%
|
|
|
24
|
Parkside Advisors
Berkeley,
California
|
$340万
|
-$11.5万
|
-1,647
|
-3%
|
|
|
25
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$301万
|
+$26.2万
|
+3,750
|
+10%
|
|
