|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.23億
|
-$138万
|
-56,054
|
-0.6%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$1602万
|
+$1576万
|
+639,851
|
+6,180%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1414万
|
+$135万
|
+54,696
|
+11%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1392万
|
+$683万
|
+277,082
|
+96%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1339万
|
-$44.2万
|
-17,944
|
-3%
|
|
|
6
|
|
$1229万
|
+$23.8万
|
+9,661
|
+2%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$858万
|
-$5.65万
|
-2,293
|
-0.7%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$781万
|
+$195万
|
+79,056
|
+64%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$781万
|
+$195万
|
+79,056
|
+64%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$633万
|
+$22.6万
|
+9,189
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$550万
|
+$75万
|
+30,432
|
+16%
|
|
|
12
|
Boyd Wealth Management
Sacramento,
California
|
$546万
|
+$546万
|
+221,449
|
新規
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$469万
|
-$15万
|
-6,084
|
-3%
|
|
|
14
|
SteelPeak Wealth
Woodland Hills,
California
|
$405万
|
+$9.18万
|
+3,725
|
+2%
|
|
|
15
|
First American Trust
Santa Ana,
California
|
$362万
|
-$1.56万
|
-633
|
-0.4%
|
|
|
16
|
|
$307万
|
-$568万
|
-230,475
|
-65%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$248万
|
-$69.4万
|
-28,188
|
-22%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$220万
|
+$3.31万
|
+1,343
|
+2%
|
|
|
19
|
Flow Traders U.S.
New York
|
$214万
|
+$214万
|
+87,052
|
新規
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$191万
|
+$16.3万
|
+6,607
|
+9%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$187万
|
+$1.13万
|
+457
|
+0.6%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$181万
|
+$12万
|
+4,866
|
+7%
|
|
|
23
|
Prospera Financial Services
Dallas,
Texas
|
$168万
|
+$168万
|
+68,166
|
新規
|
|
|
24
|
SimpliFi Inc
San Diego,
California
|
$159万
|
+$63.8万
|
+25,902
|
+67%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$152万
|
-$19.9万
|
-8,067
|
-12%
|
|
