|
1
|
|
$1.89億
|
-$6155万
|
-1,814,220
|
-25%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$5050万
|
+$1955万
|
+576,320
|
+68%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4105万
|
-$992万
|
-292,271
|
-20%
|
|
|
4
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2084万
|
+$493万
|
+145,403
|
+33%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2039万
|
-$35万
|
-10,323
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1446万
|
+$423万
|
+124,765
|
+44%
|
|
|
7
|
|
$1045万
|
+$79.7万
|
+23,485
|
+9%
|
|
|
8
|
Nottingham Advisors
Amherst,
New York
|
$997万
|
–
|
–
|
–
|
|
|
9
|
Kinsight LLC
Birmingham,
Alabama
|
$974万
|
+$389万
|
+114,742
|
+71%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$795万
|
+$23.8万
|
+7,009
|
+3%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$696万
|
+$74万
|
+21,811
|
+12%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$678万
|
-$13.6万
|
-4,001
|
-2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674万
|
+$31.7万
|
+9,348
|
+5%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$650万
|
+$248万
|
+73,005
|
+66%
|
|
|
15
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$604万
|
+$4.74万
|
+1,398
|
+0.8%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$490万
|
+$13.8万
|
+4,057
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$457万
|
+$115万
|
+33,865
|
+36%
|
|
|
18
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$367万
|
-$342万
|
-100,775
|
-49%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$355万
|
-$54.9万
|
-16,171
|
-14%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$302万
|
-$38.9万
|
-11,454
|
-12%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$297万
|
-$5,157
|
-152
|
-0.2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$289万
|
+$31.7万
|
+9,333
|
+13%
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$262万
|
-$17.3万
|
-5,100
|
-6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$240万
|
+$6,752
|
+199
|
+0.3%
|
|
|
25
|
SG Americas Securities
New York
|
$235万
|
+$138万
|
+40,541
|
+156%
|
|
