|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$5.85億
|
+US$1.09億
|
+7,117,444
|
+23%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
US$3896萬
|
-US$74.2萬
|
-48,292
|
-2%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$2552萬
|
-US$7.76萬
|
-5,046
|
-0.3%
|
|
|
4
|
Delphi Private Advisors
San Diego,
California
|
US$1646萬
|
+US$14.8萬
|
+9,656
|
+0.9%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$1029萬
|
+US$41.5萬
|
+26,988
|
+4%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
US$818萬
|
+US$12萬
|
+7,800
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
US$672萬
|
-US$7.35萬
|
-4,784
|
-1%
|
|
|
8
|
ProVise Management Group
Clearwater,
Florida
|
US$390萬
|
-US$107萬
|
-69,664
|
-22%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$274萬
|
+US$271萬
|
+176,136
|
新
|
|
|
10
|
AssetMark Inc
Concord,
California
|
US$185萬
|
+US$183萬
|
+118,844
|
新
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
US$178萬
|
+US$10.6萬
|
+6,928
|
+6%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$159萬
|
+US$7.02萬
|
+4,564
|
+5%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
US$155萬
|
+US$5.81萬
|
+3,782
|
+4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$147萬
|
+US$29.1萬
|
+18,928
|
+25%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$125萬
|
+US$123萬
|
+80,126
|
新
|
|
|
16
|
West Coast Financial
Santa Barbara,
California
|
US$108萬
|
-US$56.6萬
|
-36,848
|
-35%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
US$102萬
|
-US$40.5萬
|
-26,318
|
-29%
|
|
|
18
|
Virtu KCG Holdings
New York
|
US$99.4萬
|
-US$5.91萬
|
-3,846
|
-6%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
US$99.2萬
|
+US$5,718
|
+372
|
+0.6%
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$96.2萬
|
+US$35.7萬
|
+23,228
|
+60%
|
|
|
21
|
Strategic Advisors
New York
|
US$95.9萬
|
+US$25萬
|
+16,236
|
+36%
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$81.7萬
|
+US$1.9萬
|
+1,238
|
+2%
|
|
|
23
|
|
US$80.8萬
|
-US$405萬
|
-263,174
|
-84%
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$62.6萬
|
-US$1,568
|
-102
|
-0.3%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$49萬
|
–
|
–
|
–
|
|
