|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.69億
|
+$7349万
|
+3,000,424
|
+35%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1490万
|
+$305万
|
+124,457
|
+24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1196万
|
-$230万
|
-93,960
|
-15%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1136万
|
+$283万
|
+115,643
|
+31%
|
|
|
5
|
|
$785万
|
-$119万
|
-48,533
|
-13%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$657万
|
-$164万
|
-66,874
|
-19%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$436万
|
+$23.8万
|
+9,720
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$424万
|
-$57.2万
|
-23,371
|
-11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$387万
|
+$416
|
+17
|
+0%
|
|
|
10
|
First American Trust
Santa Ana,
California
|
$356万
|
+$52万
|
+21,240
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$346万
|
-$327万
|
-133,522
|
-47%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$339万
|
+$101万
|
+41,247
|
+39%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$264万
|
-$76.7万
|
-31,302
|
-22%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$187万
|
+$197万
|
+80,628
|
新規
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$166万
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$153万
|
+$65.9万
|
+26,927
|
+69%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$148万
|
-$34万
|
-13,893
|
-18%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$143万
|
-$8.54万
|
-3,486
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$122万
|
+$92万
|
+37,581
|
+249%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$107万
|
-$2.73万
|
-1,114
|
-2%
|
|
|
21
|
McNaughton Wealth Management
San Diego,
California
|
$98.3万
|
-$15.4万
|
-6,269
|
-13%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$95.7万
|
+$7,715
|
+315
|
+0.8%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$71.4万
|
-$13.6万
|
-5,549
|
-15%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$68.6万
|
-$1670万
|
-681,768
|
-96%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$62.4万
|
-$2.93万
|
-1,195
|
-4%
|
|
