|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.76億
|
-$2288万
|
-768,679
|
-6%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.97億
|
+$1598万
|
+536,891
|
+9%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$1.3億
|
-$2723万
|
-914,930
|
-18%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$4361万
|
-$103万
|
-34,732
|
-2%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3678万
|
+$329万
|
+110,425
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2379万
|
+$1254万
|
+421,396
|
+114%
|
|
|
7
|
|
$2314万
|
+$381万
|
+128,033
|
+20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2238万
|
-$708万
|
-237,826
|
-24%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$1848万
|
-$765万
|
-256,952
|
-30%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1804万
|
+$717万
|
+240,759
|
+67%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$1746万
|
-$319万
|
-107,013
|
-16%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1676万
|
-$24.4万
|
-8,182
|
-1%
|
|
|
13
|
TIAA FSB
Jacksonville,
Florida
|
$1445万
|
+$330万
|
+111,026
|
+30%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1378万
|
+$27.5万
|
+9,230
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1126万
|
+$118万
|
+39,759
|
+12%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
$1076万
|
+$18.4万
|
+6,168
|
+2%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$956万
|
+$11.3万
|
+3,806
|
+1%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$891万
|
-$41.3万
|
-13,881
|
-4%
|
|
|
19
|
Cannon Financial Strategists
Athens,
Georgia
|
$883万
|
-$13.4万
|
-4,511
|
-2%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$858万
|
+$7.44万
|
+2,500
|
+0.9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$814万
|
+$152万
|
+50,899
|
+23%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$804万
|
+$676万
|
+226,968
|
+572%
|
|
|
23
|
Glovista Investments
Jersey City,
New Jersey
|
$703万
|
+$696万
|
+233,685
|
新規
|
|
|
24
|
TD Private Client Wealth
New York
|
$604万
|
+$597万
|
+200,543
|
新規
|
|
|
25
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$576万
|
+$15.4万
|
+5,188
|
+3%
|
|
