|
1
|
|
$2.76億
|
+$1521万
|
+368,520
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$7225万
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6363万
|
+$1121万
|
+271,787
|
+22%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5685万
|
-$267万
|
-64,753
|
-5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$1620万
|
+$299万
|
+72,558
|
+23%
|
|
|
6
|
|
$1612万
|
+$71.3万
|
+17,290
|
+5%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1435万
|
+$573万
|
+138,817
|
+68%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1245万
|
+$69.6万
|
+16,859
|
+6%
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$942万
|
-$20.8万
|
-5,038
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$924万
|
+$240万
|
+58,262
|
+36%
|
|
|
11
|
Kinsight LLC
Birmingham,
Alabama
|
$914万
|
-$53.2万
|
-12,897
|
-6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$903万
|
+$171万
|
+41,555
|
+24%
|
|
|
13
|
Mosaic Financial Partners
San Francisco,
California
|
$873万
|
+$42.8万
|
+10,382
|
+5%
|
|
|
14
|
|
$839万
|
-$826万
|
-200,280
|
-50%
|
|
|
15
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$834万
|
-$17万
|
-4,123
|
-2%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$767万
|
-$29.3万
|
-7,107
|
-4%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$578万
|
-$127万
|
-30,894
|
-18%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$516万
|
-$40.9万
|
-9,919
|
-7%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$439万
|
-$21.9万
|
-5,307
|
-5%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$426万
|
-$18.9万
|
-4,589
|
-4%
|
|
|
21
|
Madison Investment Holdings
Madison,
Wisconsin
|
$385万
|
+$6.94万
|
+1,682
|
+2%
|
|
|
22
|
Private Ocean
San Rafael,
California
|
$330万
|
-$9.26万
|
-2,243
|
-3%
|
|
|
23
|
Hollencrest Capital Management
Newport Beach,
California
|
$298万
|
+$295万
|
+71,378
|
新規
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$287万
|
+$45.7万
|
+11,079
|
+19%
|
|
|
25
|
SG Americas Securities
New York
|
$278万
|
+$275万
|
+66,596
|
新規
|
|
