|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$20.3億
|
+US$1.27億
|
+4,616,111
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$3.23億
|
–
|
–
|
–
|
|
|
3
|
|
US$1.03億
|
-US$2490萬
|
-908,305
|
-18%
|
|
|
4
|
|
US$4595萬
|
-US$182萬
|
-66,287
|
-4%
|
|
|
5
|
Vigilant Capital Management
Portland,
Maine
|
US$2677萬
|
-US$1255萬
|
-457,890
|
-30%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
US$2512萬
|
+US$81.6萬
|
+29,745
|
+3%
|
|
|
7
|
Ackerman Capital Advisors
Dallas,
Texas
|
US$1496萬
|
+US$1627萬
|
+593,297
|
新
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
US$1396萬
|
+US$88.2萬
|
+32,184
|
+6%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1306萬
|
-US$275萬
|
-100,462
|
-16%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
US$1302萬
|
-US$5099萬
|
-1,859,966
|
-78%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$1139萬
|
+US$75萬
|
+27,372
|
+6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$1048萬
|
+US$25.1萬
|
+9,173
|
+2%
|
|
|
13
|
Arcadia Investment Advisors
Eagle,
Idaho
|
US$829萬
|
-US$113萬
|
-41,166
|
-11%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
US$747萬
|
+US$642萬
|
+234,308
|
+379%
|
|
|
15
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$660萬
|
-US$3.43萬
|
-1,250
|
-0.5%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$658萬
|
-US$15.3萬
|
-5,583
|
-2%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
US$656萬
|
+US$136萬
|
+49,654
|
+24%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$645萬
|
-US$148萬
|
-53,894
|
-17%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$627萬
|
+US$202萬
|
+73,764
|
+42%
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
US$612萬
|
+US$665萬
|
+242,712
|
新
|
|
|
21
|
Tarbox Family Office
Newport Beach,
California
|
US$570萬
|
+US$122萬
|
+44,623
|
+25%
|
|
|
22
|
Opus Capital Group
Cincinnati,
Ohio
|
US$540萬
|
+US$32.8萬
|
+11,954
|
+6%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$522萬
|
+US$567萬
|
+206,921
|
新
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
US$507萬
|
+US$517萬
|
+188,602
|
+1,518%
|
|
|
25
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
US$498萬
|
+US$515萬
|
+187,787
|
+1,980%
|
|
