|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$21.6億
|
+US$1.12億
|
+5,758,956
|
+6%
|
|
|
2
|
First Command Financial Services
Fort Worth,
Texas
|
US$2.62億
|
+US$2.56億
|
+13,091,720
|
+109,025%
|
|
|
3
|
First Command Advisory Services
Fort Worth,
Texas
|
US$2.61億
|
+US$2.55億
|
+13,083,074
|
+46,725,264%
|
|
|
4
|
Brouwer & Janachowski
Mill Valley,
California
|
US$2017萬
|
-US$2492萬
|
-1,276,382
|
-56%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$1810萬
|
+US$70.2萬
|
+35,954
|
+4%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$1128萬
|
-US$347萬
|
-177,844
|
-24%
|
|
|
7
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
US$1038萬
|
+US$41.4萬
|
+21,196
|
+4%
|
|
|
8
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$769萬
|
+US$89.9萬
|
+46,078
|
+14%
|
|
|
9
|
Delphi Private Advisors
San Diego,
California
|
US$706萬
|
-US$73.2萬
|
-37,516
|
-10%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
US$576萬
|
-US$54萬
|
-27,682
|
-9%
|
|
|
11
|
Opes Advisors
Cupertino,
California
|
US$571萬
|
+US$3,201
|
+164
|
+0.1%
|
|
|
12
|
ProVise Management Group
Clearwater,
Florida
|
US$571萬
|
+US$9.06萬
|
+4,642
|
+2%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$540萬
|
+US$82.8萬
|
+42,422
|
+19%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$523萬
|
+US$122萬
|
+62,248
|
+31%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$496萬
|
+US$2.63萬
|
+1,346
|
+0.5%
|
|
|
16
|
SVA Wealth Management
Madison,
Wisconsin
|
US$454萬
|
+US$445萬
|
+227,786
|
新
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$444萬
|
-US$30.7萬
|
-15,746
|
-7%
|
|
|
18
|
Tiedemann Advisors
New York
|
US$347萬
|
-US$3.6萬
|
-1,846
|
-1%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
US$346萬
|
-US$24.6萬
|
-12,578
|
-7%
|
|
|
20
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$344萬
|
+US$39萬
|
+20,000
|
+13%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$343萬
|
+US$190萬
|
+97,588
|
+131%
|
|
|
22
|
Strategic Advisors
New York
|
US$342萬
|
+US$20.1萬
|
+10,320
|
+6%
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$285萬
|
+US$30.8萬
|
+15,784
|
+12%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
US$222萬
|
+US$68萬
|
+34,838
|
+46%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
US$216萬
|
-US$5.83萬
|
-2,986
|
-3%
|
|
