|
1
|
Charles Schwab
San Francisco,
California
|
$13.3億
|
+$12.9億
|
+51,476,356
|
+4,410%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$7426万
|
+$930万
|
+371,347
|
+14%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
$3126万
|
+$1475万
|
+588,813
|
+90%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1902万
|
+$216万
|
+86,264
|
+13%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
$1846万
|
+$513万
|
+204,665
|
+39%
|
|
|
6
|
|
$1314万
|
+$771万
|
+307,645
|
+144%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1230万
|
-$213万
|
-84,865
|
-15%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$1164万
|
+$721万
|
+287,789
|
+165%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1143万
|
-$13.1万
|
-5,248
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$806万
|
+$248万
|
+99,133
|
+45%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$527万
|
-$6.64万
|
-2,650
|
-1%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$522万
|
-$67.4万
|
-26,889
|
-11%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$453万
|
+$36.9万
|
+14,740
|
+9%
|
|
|
14
|
MYeCFO
La Jolla,
California
|
$366万
|
+$31.1万
|
+12,400
|
+9%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$338万
|
+$194万
|
+77,574
|
+136%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$329万
|
+$328万
|
+130,722
|
新規
|
|
|
17
|
|
$324万
|
+$201万
|
+80,303
|
+166%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$302万
|
+$231万
|
+92,127
|
+334%
|
|
|
19
|
|
$252万
|
+$251万
|
+100,000
|
新規
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$249万
|
-$96.2万
|
-38,385
|
-28%
|
|
|
21
|
Quantinno Capital Management
New York
|
$231万
|
+$230万
|
+91,765
|
新規
|
|
|
22
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$221万
|
+$182万
|
+72,663
|
+482%
|
|
|
23
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$215万
|
+$10.2万
|
+4,084
|
+5%
|
|
|
24
|
VanderPol Investments
Caledonia,
Michigan
|
$211万
|
-$6.55万
|
-2,614
|
-3%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$197万
|
+$96.8万
|
+38,647
|
+98%
|
|
