|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$6.26億
|
-$3845万
|
-1,182,660
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7740万
|
-$613万
|
-188,420
|
-7%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$4686万
|
+$191万
|
+58,650
|
+4%
|
|
|
4
|
|
$3567万
|
-$13.2万
|
-4,075
|
-0.3%
|
|
|
5
|
|
$2812万
|
-$99.1万
|
-30,485
|
-3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2808万
|
-$824万
|
-253,525
|
-21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2497万
|
+$35.1万
|
+10,780
|
+1%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$2234万
|
-$26万
|
-7,985
|
-1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1847万
|
+$263万
|
+80,865
|
+15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1462万
|
+$67.5万
|
+20,760
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1424万
|
-$398万
|
-122,260
|
-20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1068万
|
-$386万
|
-118,835
|
-24%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1060万
|
-$5.27万
|
-1,620
|
-0.4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1051万
|
+$40.3万
|
+12,390
|
+4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1008万
|
-$33.6万
|
-10,320
|
-3%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$945万
|
+$10.5万
|
+3,230
|
+1%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$944万
|
+$1040万
|
+319,895
|
+7,699%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$888万
|
+$243万
|
+74,615
|
+32%
|
|
|
19
|
NFP Retirement Inc
Aliso Viejo,
California
|
$830万
|
+$21.3万
|
+6,565
|
+2%
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$678万
|
+$457万
|
+140,695
|
+153%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$667万
|
+$300万
|
+92,160
|
+67%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$577万
|
+$9,754
|
+300
|
+0.2%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$541万
|
+$7.95万
|
+2,445
|
+1%
|
|
|
24
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$441万
|
-$5.23万
|
-1,610
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$384万
|
-$5.76万
|
-1,770
|
-1%
|
|
