|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5127万
|
-$187万
|
-21,717
|
-4%
|
|
|
2
|
|
$4859万
|
-$57.3万
|
-6,649
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3512万
|
+$325万
|
+37,767
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3136万
|
-$21.2万
|
-2,460
|
-0.7%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$1830万
|
-$48.6万
|
-5,642
|
-3%
|
|
|
6
|
|
$1637万
|
-$97.7万
|
-11,343
|
-6%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$1369万
|
+$59.2万
|
+6,873
|
+5%
|
|
|
8
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1256万
|
-$19.7万
|
-2,290
|
-2%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$1115万
|
-$9.46万
|
-1,098
|
-0.9%
|
|
|
10
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1063万
|
-$110万
|
-12,783
|
-10%
|
|
|
11
|
Dowling & Yahnke
San Diego,
California
|
$1042万
|
+$8,358
|
+97
|
+0.1%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1006万
|
+$27.3万
|
+3,170
|
+3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$930万
|
-$72.4万
|
-8,399
|
-7%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$911万
|
-$245万
|
-28,412
|
-22%
|
|
|
15
|
Monroe Bank & Trust
Monroe,
Michigan
|
$906万
|
+$11.8万
|
+1,366
|
+1%
|
|
|
16
|
Silvercrest Asset Management
New York
|
$683万
|
+$4.83万
|
+560
|
+0.7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$669万
|
-$263万
|
-30,544
|
-29%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$581万
|
-$12.5万
|
-1,451
|
-2%
|
|
|
19
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$542万
|
+$34.7万
|
+4,026
|
+7%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$520万
|
-$5.16万
|
-599
|
-1%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$386万
|
+$28.5万
|
+3,307
|
+8%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
$384万
|
+$3.63万
|
+421
|
+1%
|
|
|
23
|
Parkside Advisors
Berkeley,
California
|
$370万
|
-$1.51万
|
-175
|
-0.4%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$368万
|
+$11.5万
|
+1,340
|
+3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$360万
|
+$31.3万
|
+3,629
|
+10%
|
|
