|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$3.62億
|
+US$7848萬
|
+5,923,128
|
+31%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$2345萬
|
+US$830萬
|
+626,124
|
+62%
|
|
|
3
|
Brouwer & Janachowski
Mill Valley,
California
|
US$1900萬
|
+US$1754萬
|
+1,323,826
|
新
|
|
|
4
|
Delphi Private Advisors
San Diego,
California
|
US$1490萬
|
+US$167萬
|
+126,404
|
+14%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$897萬
|
-US$11.1萬
|
-8,394
|
-1%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
US$734萬
|
+US$5.72萬
|
+4,320
|
+0.9%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
US$626萬
|
+US$10.9萬
|
+8,230
|
+2%
|
|
|
8
|
ProVise Management Group
Clearwater,
Florida
|
US$379萬
|
-US$10.6萬
|
-8,006
|
-3%
|
|
|
9
|
|
US$225萬
|
+US$208萬
|
+157,036
|
新
|
|
|
10
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$136萬
|
-US$1.19萬
|
-898
|
-0.9%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
US$85.6萬
|
+US$24.2萬
|
+18,290
|
+44%
|
|
|
12
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$71.7萬
|
+US$1.78萬
|
+1,346
|
+3%
|
|
|
13
|
Tower Research Capital (TRC)
New York
|
US$60.4萬
|
+US$37.5萬
|
+28,280
|
+205%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$55.5萬
|
+US$32.2萬
|
+24,316
|
+170%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$54.5萬
|
+US$3萬
|
+2,266
|
+6%
|
|
|
16
|
Strategic Advisors
New York
|
US$48萬
|
+US$44.3萬
|
+33,446
|
新
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$45.2萬
|
–
|
–
|
–
|
|
|
18
|
Financial Consulate
Hunt Valley,
Maryland
|
US$36.5萬
|
-US$1.44萬
|
-1,090
|
-4%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
US$31.9萬
|
+US$29.5萬
|
+22,230
|
新
|
|
|
20
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
US$29.3萬
|
+US$27.1萬
|
+20,416
|
新
|
|
|
21
|
LPL Financial
San Diego,
California
|
US$27.3萬
|
-US$11.2萬
|
-8,426
|
-30%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
US$23.9萬
|
+US$3,392
|
+256
|
+2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
US$20.7萬
|
-US$12.3萬
|
-9,262
|
-39%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$9.1萬
|
-US$62.2萬
|
-46,972
|
-88%
|
|
|
25
|
|
US$6萬
|
–
|
–
|
–
|
|
