|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$7.8億
|
+US$1.32億
|
+8,200,910
|
+22%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
US$4251萬
|
-US$13.6萬
|
-8,468
|
-0.3%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$2824萬
|
+US$27.8萬
|
+17,272
|
+1%
|
|
|
4
|
Delphi Private Advisors
San Diego,
California
|
US$1204萬
|
-US$565萬
|
-350,860
|
-33%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$899萬
|
+US$3.87萬
|
+2,400
|
+0.5%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$828萬
|
-US$282萬
|
-175,206
|
-27%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
US$729萬
|
-US$6.3萬
|
-3,910
|
-0.9%
|
|
|
8
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
US$610萬
|
+US$576萬
|
+357,728
|
新
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
US$509萬
|
+US$77.5萬
|
+48,124
|
+19%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$473萬
|
+US$163萬
|
+101,178
|
+57%
|
|
|
11
|
Tiedemann Advisors
New York
|
US$416萬
|
+US$393萬
|
+243,758
|
新
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
US$386萬
|
+US$365萬
|
+226,412
|
新
|
|
|
13
|
AssetMark Inc
Concord,
California
|
US$216萬
|
+US$12.4萬
|
+7,696
|
+6%
|
|
|
14
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$205萬
|
+US$194萬
|
+120,200
|
新
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
US$196萬
|
+US$1萬
|
+622
|
+0.5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$190萬
|
+US$50.5萬
|
+31,352
|
+39%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
US$181萬
|
+US$10.4萬
|
+6,454
|
+6%
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$176萬
|
+US$2.35萬
|
+1,460
|
+1%
|
|
|
19
|
Strategic Advisors
New York
|
US$161萬
|
+US$53.2萬
|
+33,024
|
+54%
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$156萬
|
+US$62.6萬
|
+38,874
|
+74%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$148萬
|
-US$12.1萬
|
-7,504
|
-8%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
US$108萬
|
–
|
–
|
–
|
|
|
23
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$103萬
|
-US$2.08萬
|
-1,288
|
-2%
|
|
|
24
|
West Coast Financial
Santa Barbara,
California
|
US$94.6萬
|
-US$22.8萬
|
-14,128
|
-20%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$83.8萬
|
+US$14.4萬
|
+8,936
|
+22%
|
|
