|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$9370万
|
+$5023万
|
+1,863,168
|
+114%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$2032万
|
+$104万
|
+38,616
|
+5%
|
|
|
3
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1035万
|
+$499万
|
+184,904
|
+92%
|
|
|
4
|
Financial Consulate
Hunt Valley,
Maryland
|
$855万
|
-$3.69万
|
-1,368
|
-0.4%
|
|
|
5
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$847万
|
+$5.38万
|
+1,994
|
+0.6%
|
|
|
6
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$619万
|
+$14.3万
|
+5,322
|
+2%
|
|
|
7
|
Twele Capital Management
Minnetonka,
Minnesota
|
$346万
|
+$18.7万
|
+6,944
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$292万
|
+$18.8万
|
+6,982
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$268万
|
+$79.8万
|
+29,598
|
+42%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$261万
|
+$24.8万
|
+9,204
|
+10%
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$170万
|
+$1.71万
|
+634
|
+1%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$161万
|
+$13.4万
|
+4,958
|
+9%
|
|
|
13
|
Vista Capital Partners
Portland,
Oregon
|
$144万
|
-$2.7万
|
-1,002
|
-2%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$131万
|
+$30.5万
|
+11,310
|
+30%
|
|
|
15
|
|
$130万
|
-$53.4万
|
-19,814
|
-29%
|
|
|
16
|
D. Scott Neal
Lexington,
Kentucky
|
$129万
|
+$13万
|
+4,834
|
+11%
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$124万
|
+$43.9万
|
+16,278
|
+54%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$89.9万
|
+$37.7万
|
+14,000
|
+72%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$88.6万
|
+$89.2万
|
+33,070
|
新規
|
|
|
20
|
Friedenthal Financial
Marlton,
New Jersey
|
$86.3万
|
+$2.83万
|
+1,050
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.2万
|
-$203万
|
-75,120
|
-76%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$61.3万
|
-$66.2万
|
-24,542
|
-52%
|
|
|
23
|
First Allied Advisory Services
San Diego,
California
|
$53.1万
|
+$53万
|
+19,644
|
新規
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$47万
|
+$47.3万
|
+17,542
|
新規
|
|
|
25
|
VSR Financial Services
Overland Park,
Kansas
|
$44.7万
|
+$13.7万
|
+5,076
|
+44%
|
|
