|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.62億
|
+$8294万
|
+3,265,330
|
+108%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$747万
|
-$140万
|
-55,118
|
-16%
|
|
|
3
|
|
$461万
|
-$766万
|
-301,434
|
-63%
|
|
|
4
|
|
$400万
|
+$54.2万
|
+21,321
|
+16%
|
|
|
5
|
Regis Management Company
Menlo Park,
California
|
$333万
|
+$328万
|
+129,000
|
新規
|
|
|
6
|
FLC Capital Advisors
Palm Desert,
California
|
$303万
|
+$299万
|
+117,592
|
新規
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$279万
|
+$25.8万
|
+10,162
|
+10%
|
|
|
8
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$261万
|
+$258万
|
+101,406
|
新規
|
|
|
9
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$189万
|
+$186万
|
+73,269
|
新規
|
|
|
10
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$188万
|
+$56.8万
|
+22,370
|
+44%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$169万
|
-$4.89万
|
-1,926
|
-3%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$112万
|
–
|
–
|
–
|
|
|
13
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$112万
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$83万
|
+$69.4万
|
+27,342
|
新規
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$81.7万
|
+$11.8万
|
+4,628
|
+17%
|
|
|
16
|
Partnervest Advisory Services
Santa Barbara,
California
|
$60.3万
|
+$1.74万
|
+687
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$48.8万
|
-$463万
|
-182,115
|
-91%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$44.3万
|
+$12.6万
|
+4,960
|
+41%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$42.9万
|
+$10.5万
|
+4,128
|
+33%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$42.5万
|
+$11.2万
|
+4,393
|
+36%
|
|
|
21
|
Apriem Advisors
Irvine,
California
|
$41.8万
|
-$6.59万
|
-2,596
|
-14%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$41.4万
|
-$8,077
|
-318
|
-2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.7万
|
-$4.06万
|
-1,597
|
-10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6万
|
-$21.6万
|
-8,516
|
-43%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$28.4万
|
–
|
–
|
–
|
|
