|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.21億
|
+$1440万
|
+526,238
|
+14%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$2352万
|
+$41.8万
|
+15,276
|
+2%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$2124万
|
+$2104万
|
+769,030
|
新規
|
|
|
4
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1063万
|
+$1018万
|
+372,100
|
+2,935%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$993万
|
-$16万
|
-5,866
|
-2%
|
|
|
6
|
Apriem Advisors
Irvine,
California
|
$965万
|
+$927万
|
+338,686
|
+3,192%
|
|
|
7
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$800万
|
+$10.8万
|
+3,954
|
+1%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
$644万
|
-$11.8万
|
-4,314
|
-2%
|
|
|
9
|
Pring Turner Capital Group
Alamo,
California
|
$623万
|
+$617万
|
+225,480
|
新規
|
|
|
10
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$621万
|
+$615万
|
+224,942
|
新規
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$585万
|
-$60.1万
|
-21,974
|
-9%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$516万
|
-$284万
|
-103,862
|
-36%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$509万
|
+$94万
|
+34,362
|
+23%
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$359万
|
+$200万
|
+73,008
|
+128%
|
|
|
15
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$338万
|
-$61.3万
|
-22,410
|
-15%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$319万
|
+$89万
|
+32,548
|
+39%
|
|
|
17
|
|
$308万
|
+$305万
|
+111,638
|
新規
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$302万
|
+$46.9万
|
+17,140
|
+19%
|
|
|
19
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$204万
|
-$19.4万
|
-7,074
|
-9%
|
|
|
20
|
Krilogy Financial
St. Louis,
Missouri
|
$190万
|
+$188万
|
+68,732
|
新規
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$189万
|
+$7.85万
|
+2,870
|
+4%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$171万
|
+$1.81万
|
+662
|
+1%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$162万
|
+$160万
|
+58,614
|
+2,930,700%
|
|
|
24
|
Vista Capital Partners
Portland,
Oregon
|
$138万
|
-$2.54万
|
-930
|
-2%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$130万
|
-$122万
|
-44,710
|
-49%
|
|
