|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4.36億
|
+US$1.01億
|
+4,460,572
|
+32%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$1.42億
|
+US$4270萬
|
+1,892,820
|
+46%
|
|
|
3
|
|
US$4062萬
|
+US$682萬
|
+302,567
|
+21%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
US$3582萬
|
+US$1305萬
|
+578,567
|
+62%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$2664萬
|
+US$167萬
|
+74,145
|
+7%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$894萬
|
+US$205萬
|
+90,777
|
+32%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$808萬
|
+US$376萬
|
+166,794
|
+95%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$480萬
|
+US$268萬
|
+118,663
|
+141%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
US$442萬
|
-US$27.3萬
|
-12,123
|
-6%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
US$389萬
|
-US$4.59萬
|
-2,037
|
-1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$354萬
|
+US$31.6萬
|
+14,002
|
+10%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$336萬
|
-US$22.6萬
|
-10,004
|
-7%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$177萬
|
+US$6.69萬
|
+2,965
|
+4%
|
|
|
14
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$146萬
|
-US$5.42萬
|
-2,403
|
-4%
|
|
|
15
|
Girard Securities
San Diego,
California
|
US$136萬
|
-US$6.68萬
|
-2,960
|
-5%
|
|
|
16
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$114萬
|
-US$7.72萬
|
-3,422
|
-7%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$110萬
|
+US$105萬
|
+46,341
|
新
|
|
|
18
|
Virtu KCG Holdings
New York
|
US$104萬
|
+US$25萬
|
+11,102
|
+34%
|
|
|
19
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
US$74.6萬
|
-US$3.48萬
|
-1,543
|
-5%
|
|
|
20
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$60.1萬
|
-US$1.48萬
|
-657
|
-3%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$58.7萬
|
-US$5,887
|
-261
|
-1%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
US$49.5萬
|
+US$4,534
|
+201
|
+1%
|
|
|
23
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
US$49.4萬
|
-US$1,105
|
-49
|
-0.2%
|
|
|
24
|
SOL Capital Management
Rockville,
Maryland
|
US$28.5萬
|
–
|
–
|
–
|
|
|
25
|
Paracle Advisors
Mercer Island,
Washington
|
US$28.3萬
|
+US$7.25萬
|
+3,216
|
+37%
|
|
