|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$14.5億
|
+US$1.87億
|
+10,762,050
|
+16%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
US$4544萬
|
-US$30.9萬
|
-17,784
|
-0.7%
|
|
|
3
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$2089萬
|
-US$31.4萬
|
-18,062
|
-2%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
US$1448萬
|
+US$418萬
|
+240,362
|
+43%
|
|
|
5
|
Delphi Private Advisors
San Diego,
California
|
US$798萬
|
-US$7.58萬
|
-4,364
|
-1%
|
|
|
6
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
US$787萬
|
+US$17.9萬
|
+10,326
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
US$784萬
|
-US$9.22萬
|
-5,306
|
-1%
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
US$557萬
|
+US$18萬
|
+10,346
|
+3%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
US$522萬
|
-US$34.7萬
|
-19,986
|
-6%
|
|
|
10
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$472萬
|
-US$77萬
|
-44,296
|
-15%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$424萬
|
+US$21.8萬
|
+12,550
|
+6%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
US$338萬
|
+US$5.92萬
|
+3,406
|
+2%
|
|
|
13
|
Tiedemann Advisors
New York
|
US$335萬
|
+US$126萬
|
+72,588
|
+51%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
US$328萬
|
+US$19.1萬
|
+10,988
|
+6%
|
|
|
15
|
Strategic Advisors
New York
|
US$267萬
|
+US$11.3萬
|
+6,484
|
+5%
|
|
|
16
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$245萬
|
+US$26.1萬
|
+15,000
|
+12%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$220萬
|
+US$2.12萬
|
+1,220
|
+1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
US$202萬
|
-US$2,954
|
-170
|
-0.2%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$162萬
|
-US$175萬
|
-100,642
|
-53%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
US$115萬
|
+US$14.4萬
|
+8,296
|
+15%
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$112萬
|
-US$5.02萬
|
-2,888
|
-4%
|
|
|
22
|
West Coast Financial
Santa Barbara,
California
|
US$105萬
|
+US$4.77萬
|
+2,744
|
+5%
|
|
|
23
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
US$104萬
|
+US$32.5萬
|
+18,730
|
+48%
|
|
|
24
|
Financial Consulate
Hunt Valley,
Maryland
|
US$89.2萬
|
+US$10.7萬
|
+6,134
|
+14%
|
|
|
25
|
Cambridge Advisors
Omaha,
Nebraska
|
US$69.2萬
|
+US$3.2萬
|
+1,842
|
+5%
|
|
