|
1
|
|
$3.04億
|
+$1114万
|
+259,124
|
+4%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$7639万
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6759万
|
+$30.9万
|
+7,196
|
+0.5%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5877万
|
-$130万
|
-30,252
|
-2%
|
|
|
5
|
|
$1633万
|
-$70.1万
|
-16,302
|
-4%
|
|
|
6
|
|
$1505万
|
+$602万
|
+140,030
|
+70%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$1472万
|
-$235万
|
-54,617
|
-14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1332万
|
+$15.4万
|
+3,584
|
+1%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1279万
|
-$232万
|
-53,922
|
-16%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1131万
|
+$149万
|
+34,760
|
+16%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1071万
|
+$113万
|
+26,212
|
+12%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1022万
|
+$27.2万
|
+6,330
|
+3%
|
|
|
13
|
Mosaic Financial Partners
San Francisco,
California
|
$897万
|
-$25.3万
|
-5,890
|
-3%
|
|
|
14
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$884万
|
+$1.67万
|
+389
|
+0.2%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$798万
|
-$12.1万
|
-2,813
|
-2%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$609万
|
-$2.21万
|
-513
|
-0.4%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$517万
|
-$28万
|
-6,501
|
-5%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$453万
|
+$1.82万
|
+423
|
+0.4%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$424万
|
-$39.7万
|
-9,236
|
-9%
|
|
|
20
|
Madison Investment Holdings
Madison,
Wisconsin
|
$409万
|
+$1.74万
|
+404
|
+0.4%
|
|
|
21
|
Private Ocean
San Rafael,
California
|
$350万
|
+$4,343
|
+101
|
+0.1%
|
|
|
22
|
Hollencrest Capital Management
Newport Beach,
California
|
$320万
|
+$4.43万
|
+1,031
|
+1%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$292万
|
-$10.7万
|
-2,491
|
-4%
|
|
|
24
|
Tiedemann Advisors
New York
|
$242万
|
+$236万
|
+54,930
|
新規
|
|
|
25
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$191万
|
-$3.53万
|
-820
|
-2%
|
|
