|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$16.4億
|
+US$1.88億
|
+6,488,403
|
+13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$3.64億
|
+US$811萬
|
+280,000
|
+2%
|
|
|
3
|
|
US$6285萬
|
-US$207萬
|
-71,364
|
-3%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
US$5216萬
|
-US$34.2萬
|
-11,821
|
-0.7%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$3950萬
|
+US$133萬
|
+45,966
|
+4%
|
|
|
6
|
|
US$2679萬
|
+US$1883萬
|
+650,151
|
+263%
|
|
|
7
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1629萬
|
+US$57.7萬
|
+19,913
|
+4%
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
US$1492萬
|
+US$12.9萬
|
+4,453
|
+0.9%
|
|
|
9
|
|
US$1222萬
|
+US$142萬
|
+49,197
|
+14%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$995萬
|
+US$276萬
|
+95,265
|
+40%
|
|
|
11
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$903萬
|
-US$39.3萬
|
-13,585
|
-4%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$817萬
|
-US$9,643
|
-333
|
-0.1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$775萬
|
-US$907萬
|
-313,190
|
-55%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
US$698萬
|
-US$2.2萬
|
-760
|
-0.3%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
US$542萬
|
+US$4.85萬
|
+1,675
|
+0.9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
US$501萬
|
-US$151萬
|
-52,097
|
-24%
|
|
|
17
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$465萬
|
+US$27.2萬
|
+9,379
|
+6%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
US$423萬
|
-US$26.1萬
|
-9,009
|
-6%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$409萬
|
–
|
–
|
–
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$345萬
|
+US$9.02萬
|
+3,115
|
+3%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
US$341萬
|
+US$330萬
|
+114,111
|
新
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$319萬
|
+US$133萬
|
+45,835
|
+75%
|
|
|
23
|
Tarbox Family Office
Newport Beach,
California
|
US$310萬
|
+US$98.2萬
|
+33,925
|
+49%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$310萬
|
+US$15.5萬
|
+5,357
|
+5%
|
|
|
25
|
Girard Securities
San Diego,
California
|
US$295萬
|
-US$20.8萬
|
-7,200
|
-7%
|
|
