|
1
|
|
$4.44億
|
+$1.96億
|
+5,448,413
|
+82%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$5712万
|
+$417万
|
+116,000
|
+8%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5461万
|
-$85.3万
|
-23,701
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2212万
|
+$89.8万
|
+24,945
|
+4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$1043万
|
+$183万
|
+50,731
|
+22%
|
|
|
6
|
Kinsight LLC
Birmingham,
Alabama
|
$1011万
|
-$3.35万
|
-930
|
-0.3%
|
|
|
7
|
|
$972万
|
-$214万
|
-59,484
|
-18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$877万
|
+$511万
|
+142,095
|
+147%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$789万
|
-$66.7万
|
-18,536
|
-8%
|
|
|
10
|
Mosaic Financial Partners
San Francisco,
California
|
$785万
|
+$43.3万
|
+12,041
|
+6%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$753万
|
+$41.2万
|
+11,461
|
+6%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$532万
|
-$78.4万
|
-21,776
|
-13%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$506万
|
-$852万
|
-236,802
|
-63%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$506万
|
+$69.2万
|
+19,217
|
+16%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$470万
|
+$5,362
|
+149
|
+0.1%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$464万
|
+$216万
|
+60,031
|
+91%
|
|
|
17
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$380万
|
-$36.6万
|
-10,183
|
-9%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$373万
|
+$205万
|
+56,897
|
+128%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$337万
|
+$190万
|
+52,813
|
+136%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$321万
|
-$31.4万
|
-8,722
|
-9%
|
|
|
21
|
Private Ocean
San Rafael,
California
|
$309万
|
+$1.31万
|
+363
|
+0.4%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$301万
|
-$226万
|
-62,717
|
-43%
|
|
|
23
|
Madison Investment Holdings
Madison,
Wisconsin
|
$237万
|
+$7.86万
|
+2,183
|
+4%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$222万
|
+$150万
|
+41,743
|
+224%
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$204万
|
-$36.7万
|
-10,198
|
-16%
|
|
