|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$10.8億
|
+US$2.2億
|
+8,403,488
|
+26%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$2.29億
|
+US$2087萬
|
+797,800
|
+10%
|
|
|
3
|
|
US$5881萬
|
-US$193萬
|
-73,976
|
-3%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
US$4592萬
|
+US$388萬
|
+148,428
|
+9%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$3228萬
|
+US$78.5萬
|
+30,007
|
+3%
|
|
|
6
|
Opes Advisors
Cupertino,
California
|
US$1323萬
|
+US$86.5萬
|
+33,083
|
+7%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1231萬
|
+US$361萬
|
+138,054
|
+43%
|
|
|
8
|
|
US$818萬
|
+US$45萬
|
+17,209
|
+6%
|
|
|
9
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$769萬
|
+US$569萬
|
+217,665
|
+314%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$736萬
|
+US$17.8萬
|
+6,799
|
+3%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
US$635萬
|
-US$3.65萬
|
-1,394
|
-0.6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$597萬
|
+US$133萬
|
+50,739
|
+30%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
US$489萬
|
+US$9.16萬
|
+3,503
|
+2%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
US$420萬
|
-US$67.8萬
|
-25,902
|
-14%
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$336萬
|
+US$40.9萬
|
+15,625
|
+14%
|
|
|
16
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$298萬
|
+US$5.35萬
|
+2,046
|
+2%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$281萬
|
+US$68.4萬
|
+26,156
|
+33%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$265萬
|
+US$88萬
|
+33,645
|
+52%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
US$217萬
|
+US$199萬
|
+76,179
|
+1,586%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$188萬
|
+US$89.1萬
|
+34,046
|
+95%
|
|
|
21
|
Tarbox Family Office
Newport Beach,
California
|
US$178萬
|
+US$173萬
|
+66,294
|
新
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
US$153萬
|
+US$121萬
|
+46,356
|
+438%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$152萬
|
-US$16.2萬
|
-6,202
|
-10%
|
|
|
24
|
Girard Securities
San Diego,
California
|
US$150萬
|
+US$59.2萬
|
+22,632
|
+68%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
US$121萬
|
+US$12.4萬
|
+4,754
|
+12%
|
|
