|
1
|
|
$4.53億
|
-$103万
|
-27,887
|
-0.2%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$5905万
|
+$67.9万
|
+18,400
|
+1%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5479万
|
-$99.1万
|
-26,835
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1756万
|
-$496万
|
-134,356
|
-22%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$1142万
|
+$75.4万
|
+20,415
|
+7%
|
|
|
6
|
|
$998万
|
+$4.63万
|
+1,255
|
+0.5%
|
|
|
7
|
Kinsight LLC
Birmingham,
Alabama
|
$933万
|
-$98.6万
|
-26,699
|
-10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$924万
|
+$27.1万
|
+7,343
|
+3%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$837万
|
+$440万
|
+119,303
|
+115%
|
|
|
10
|
Mosaic Financial Partners
San Francisco,
California
|
$798万
|
-$3.94万
|
-1,068
|
-0.5%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$767万
|
-$2.41万
|
-654
|
-0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$669万
|
-$133万
|
-36,017
|
-17%
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$592万
|
+$73.9万
|
+20,021
|
+15%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$505万
|
+$158万
|
+42,874
|
+47%
|
|
|
15
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$502万
|
-$40.9万
|
-11,081
|
-8%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$475万
|
-$41.6万
|
-11,279
|
-8%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$427万
|
+$118万
|
+31,845
|
+39%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$400万
|
+$298万
|
+80,707
|
+312%
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$312万
|
-$3.72万
|
-1,007
|
-1%
|
|
|
20
|
Madison Investment Holdings
Madison,
Wisconsin
|
$303万
|
+$59.4万
|
+16,097
|
+25%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$271万
|
-$200万
|
-54,152
|
-43%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$235万
|
+$231万
|
+62,500
|
新規
|
|
|
23
|
SVA Wealth Management
Madison,
Wisconsin
|
$207万
|
+$19万
|
+5,152
|
+10%
|
|
|
24
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$184万
|
-$23.6万
|
-6,400
|
-12%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$151万
|
+$12.6万
|
+3,414
|
+9%
|
|
