|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.43億
|
+$7752万
|
+3,005,024
|
+29%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.98億
|
+$554万
|
+214,759
|
+3%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$8930万
|
-$38.7万
|
-15,003
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8730万
|
+$3711万
|
+1,438,394
|
+74%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$8360万
|
+$82.1万
|
+31,845
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7612万
|
-$1555万
|
-602,891
|
-17%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$3323万
|
-$12.1万
|
-4,672
|
-0.4%
|
|
|
8
|
|
$2974万
|
-$681万
|
-264,079
|
-19%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2782万
|
+$800万
|
+310,120
|
+40%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2247万
|
-$282万
|
-109,489
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1688万
|
-$953万
|
-369,581
|
-36%
|
|
|
12
|
|
$1593万
|
+$42万
|
+16,300
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1456万
|
-$106万
|
-41,062
|
-7%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$1408万
|
-$261万
|
-101,164
|
-16%
|
|
|
15
|
Cannon Financial Strategists
Athens,
Georgia
|
$1383万
|
+$97.7万
|
+37,857
|
+8%
|
|
|
16
|
Bank of New York Mellon
New York
|
$1270万
|
+$148万
|
+57,555
|
+13%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1233万
|
-$111万
|
-43,089
|
-8%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1174万
|
+$58万
|
+22,500
|
+5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1077万
|
-$109万
|
-42,335
|
-9%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$965万
|
+$50.4万
|
+19,523
|
+5%
|
|
|
21
|
Bridge Advisory
Pasadena,
California
|
$952万
|
+$51.4万
|
+19,925
|
+6%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$920万
|
+$922万
|
+357,247
|
新規
|
|
|
23
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$842万
|
-$48.5万
|
-18,799
|
-5%
|
|
|
24
|
Cavalier Investments
Alpharetta,
Georgia
|
$835万
|
-$24.5万
|
-9,478
|
-3%
|
|
|
25
|
Navalign LLC
Encino,
California
|
$768万
|
+$645万
|
+250,098
|
+520%
|
|
