|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.57億
|
+$2.88億
|
+10,698,364
|
+420%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$2.27億
|
-$1869万
|
-695,472
|
-8%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.95億
|
-$852万
|
-317,078
|
-4%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$4589万
|
+$175万
|
+65,116
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2843万
|
+$1414万
|
+526,038
|
+99%
|
|
|
6
|
Financial Enhancement Group
Anderson,
Indiana
|
$2630万
|
+$2.36万
|
+880
|
+0.1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$2218万
|
-$313万
|
-116,522
|
-12%
|
|
|
8
|
|
$1465万
|
+$114万
|
+42,564
|
+8%
|
|
|
9
|
Ritholtz Wealth Management
New York
|
$1366万
|
+$1362万
|
+506,758
|
新規
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$1232万
|
+$214万
|
+79,554
|
+21%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$1182万
|
-$333万
|
-123,730
|
-22%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1094万
|
+$577万
|
+214,534
|
+112%
|
|
|
13
|
UBP Investment Advisors
Geneva,
Switzerland
|
$948万
|
+$97.6万
|
+36,312
|
+12%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$928万
|
+$235万
|
+87,342
|
+34%
|
|
|
15
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$904万
|
-$10.8万
|
-4,000
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$888万
|
+$842万
|
+313,330
|
+1,927%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$786万
|
-$88.9万
|
-33,076
|
-10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$741万
|
-$97.6万
|
-36,328
|
-12%
|
|
|
19
|
Flow Traders U.S.
New York
|
$699万
|
+$656万
|
+244,010
|
+1,597%
|
|
|
20
|
|
$687万
|
-$350万
|
-130,270
|
-34%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$551万
|
-$42.5万
|
-15,818
|
-7%
|
|
|
22
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$478万
|
+$476万
|
+177,266
|
新規
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$467万
|
-$193万
|
-71,760
|
-29%
|
|
|
24
|
ERn Financial LLC
Middleton,
Wisconsin
|
$350万
|
+$349万
|
+129,734
|
新規
|
|
|
25
|
Bank of New York Mellon
New York
|
$316万
|
+$34.8万
|
+12,932
|
+12%
|
|
