|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.54億
|
+$4964万
|
+3,739,704
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5907万
|
+$373万
|
+281,224
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$5438万
|
+$546万
|
+411,060
|
+11%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3555万
|
+$11.9万
|
+8,988
|
+0.3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2409万
|
-$271万
|
-204,148
|
-10%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$1900万
|
-$26.3万
|
-19,820
|
-1%
|
|
|
7
|
SVA Wealth Management
Madison,
Wisconsin
|
$1706万
|
+$19.3万
|
+14,520
|
+1%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1703万
|
+$94.5万
|
+71,224
|
+6%
|
|
|
9
|
|
$1628万
|
+$325万
|
+244,692
|
+25%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$1606万
|
+$175万
|
+131,632
|
+12%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1480万
|
+$547万
|
+412,108
|
+60%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1315万
|
+$46.5万
|
+35,056
|
+4%
|
|
|
13
|
|
$1226万
|
-$142万
|
-106,604
|
-11%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$1099万
|
+$202万
|
+151,928
|
+23%
|
|
|
15
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$935万
|
-$21.8万
|
-16,448
|
-2%
|
|
|
16
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$855万
|
-$16.6万
|
-12,536
|
-2%
|
|
|
17
|
Meridian Management
Little Rock,
Arkansas
|
$849万
|
-$23.7万
|
-17,864
|
-3%
|
|
|
18
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$807万
|
+$72万
|
+54,232
|
+10%
|
|
|
19
|
Valentine Ventures
Bend,
Oregon
|
$796万
|
-$25.9万
|
-19,544
|
-3%
|
|
|
20
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$699万
|
+$14.7万
|
+11,052
|
+2%
|
|
|
21
|
CWH Capital Management
Spokane,
Washington
|
$689万
|
-$340万
|
-256,460
|
-33%
|
|
|
22
|
Gemmer Asset Management
Walnut Creek,
California
|
$677万
|
+$54.7万
|
+41,212
|
+9%
|
|
|
23
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$660万
|
-$3.65万
|
-2,752
|
-0.6%
|
|
|
24
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$578万
|
-$1725万
|
-1,299,336
|
-75%
|
|
|
25
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$573万
|
+$7.39万
|
+5,564
|
+1%
|
|
