|
1
|
|
$2.3億
|
+$4672万
|
+1,309,081
|
+25%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5216万
|
+$1245万
|
+348,880
|
+30%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$4969万
|
+$35.7万
|
+10,000
|
+0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1993万
|
+$9,030
|
+253
|
+0%
|
|
|
5
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1294万
|
-$767万
|
-214,832
|
-36%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1164万
|
-$256万
|
-71,805
|
-18%
|
|
|
7
|
|
$1120万
|
+$102万
|
+28,499
|
+10%
|
|
|
8
|
Kinsight LLC
Birmingham,
Alabama
|
$954万
|
+$2.35万
|
+659
|
+0.2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$805万
|
+$129万
|
+36,238
|
+18%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$759万
|
+$43.7万
|
+12,235
|
+6%
|
|
|
11
|
Mosaic Financial Partners
San Francisco,
California
|
$696万
|
+$63.1万
|
+17,689
|
+10%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$668万
|
+$6.39万
|
+1,791
|
+0.9%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$575万
|
-$15.3万
|
-4,282
|
-3%
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$500万
|
+$425万
|
+118,976
|
+464%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$442万
|
-$38.9万
|
-10,902
|
-8%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$410万
|
+$291万
|
+81,432
|
+219%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$393万
|
+$35.5万
|
+9,954
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$334万
|
-$116万
|
-32,481
|
-25%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$332万
|
-$16万
|
-4,487
|
-4%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$307万
|
+$317万
|
+88,760
|
新規
|
|
|
21
|
Private Ocean
San Rafael,
California
|
$289万
|
-$5.65万
|
-1,583
|
-2%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$230万
|
+$131万
|
+36,629
|
+124%
|
|
|
23
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$227万
|
-$30.1万
|
-8,425
|
-11%
|
|
|
24
|
Madison Investment Holdings
Madison,
Wisconsin
|
$215万
|
-$77.5万
|
-21,701
|
-26%
|
|
|
25
|
SVA Wealth Management
Madison,
Wisconsin
|
$179万
|
+$2.02万
|
+565
|
+1%
|
|
