|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.1億
|
-$4035万
|
-1,638,280
|
-16%
|
|
|
2
|
|
$2965万
|
+$2171万
|
+881,162
|
+261%
|
|
|
3
|
Brio Consultants
San Francisco,
California
|
$1759万
|
+$1139万
|
+462,598
|
+186%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1484万
|
+$256万
|
+103,787
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1261万
|
+$976万
|
+396,300
|
+324%
|
|
|
6
|
|
$942万
|
-$326万
|
-132,443
|
-25%
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$912万
|
+$336万
|
+136,564
|
+57%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$852万
|
-$646万
|
-262,256
|
-43%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$688万
|
+$292万
|
+118,642
|
+72%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$502万
|
+$44.7万
|
+18,158
|
+10%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$441万
|
+$25.3万
|
+10,268
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$408万
|
-$26万
|
-10,543
|
-6%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$354万
|
+$8.38万
|
+3,400
|
+2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$337万
|
+$302万
|
+122,414
|
+757%
|
|
|
15
|
First American Trust
Santa Ana,
California
|
$322万
|
-$11.5万
|
-4,660
|
-3%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$256万
|
+$214万
|
+86,728
|
+471%
|
|
|
17
|
Regis Management Company
Menlo Park,
California
|
$243万
|
–
|
–
|
–
|
|
|
18
|
Flow Traders U.S.
New York
|
$206万
|
+$209万
|
+84,712
|
新規
|
|
|
19
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$189万
|
-$15.1万
|
-6,117
|
-7%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$174万
|
+$4.96万
|
+2,012
|
+3%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$159万
|
-$25.8万
|
-10,467
|
-14%
|
|
|
22
|
WealthSource Partners
San Luis Obispo,
California
|
$146万
|
+$80.2万
|
+32,561
|
+118%
|
|
|
23
|
Renaissance Technologies
New York
|
$126万
|
+$92.7万
|
+37,652
|
+263%
|
|
|
24
|
McNaughton Wealth Management
San Diego,
California
|
$118万
|
-$46.8万
|
-18,998
|
-28%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$115万
|
+$11.6万
|
+4,700
|
+11%
|
|
