|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$20.9億
|
+US$2.39億
|
+7,792,841
|
+13%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$3.82億
|
+US$295萬
|
+96,000
|
+0.8%
|
|
|
3
|
|
US$5960萬
|
-US$257萬
|
-83,631
|
-4%
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
US$5216萬
|
+US$332萬
|
+108,044
|
+7%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$4404萬
|
+US$204萬
|
+66,495
|
+5%
|
|
|
6
|
Ackerman Capital Advisors
Dallas,
Texas
|
US$3201萬
|
-US$172萬
|
-55,867
|
-5%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
US$2348萬
|
+US$728萬
|
+237,044
|
+43%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1754萬
|
+US$97.3萬
|
+31,691
|
+6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$1696萬
|
+US$427萬
|
+139,152
|
+33%
|
|
|
10
|
|
US$1685萬
|
+US$195萬
|
+63,535
|
+13%
|
|
|
11
|
|
US$1596萬
|
-US$1774萬
|
-577,796
|
-52%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
US$1538萬
|
+US$39.2萬
|
+12,752
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$1131萬
|
+US$54.8萬
|
+17,839
|
+5%
|
|
|
14
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
US$1076萬
|
+US$703萬
|
+228,847
|
+176%
|
|
|
15
|
Arcadia Investment Advisors
Eagle,
Idaho
|
US$1038萬
|
+US$30.2萬
|
+9,836
|
+3%
|
|
|
16
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$993萬
|
+US$351萬
|
+114,211
|
+53%
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$857萬
|
-US$36.2萬
|
-11,785
|
-4%
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$809萬
|
-US$3.58萬
|
-1,166
|
-0.4%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$791萬
|
+US$20.2萬
|
+6,565
|
+3%
|
|
|
20
|
Opus Capital Group
Cincinnati,
Ohio
|
US$566萬
|
+US$47萬
|
+15,296
|
+9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$511萬
|
+US$50.3萬
|
+16,395
|
+11%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
US$502萬
|
-US$3.21萬
|
-1,046
|
-0.6%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$487萬
|
+US$13.7萬
|
+4,457
|
+3%
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
US$423萬
|
+US$102萬
|
+33,309
|
+31%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
US$422萬
|
-US$3.29萬
|
-1,072
|
-0.8%
|
|
