|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$23.2億
|
+US$9517萬
|
+3,520,265
|
+4%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$3.53億
|
–
|
–
|
–
|
|
|
3
|
|
US$1.21億
|
+US$800萬
|
+296,013
|
+7%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
US$2778萬
|
+US$30.4萬
|
+11,257
|
+1%
|
|
|
5
|
|
US$2043萬
|
-US$2923萬
|
-1,081,036
|
-59%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
US$1981萬
|
+US$546萬
|
+201,923
|
+39%
|
|
|
7
|
Opes Wealth Management
Menlo Park,
California
|
US$1800萬
|
+US$1765萬
|
+652,764
|
新
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$1567萬
|
+US$413萬
|
+152,765
|
+37%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1561萬
|
+US$130萬
|
+48,149
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$1280萬
|
+US$552萬
|
+204,285
|
+79%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$1254萬
|
+US$9.7萬
|
+3,598
|
+0.8%
|
|
|
12
|
|
US$1000萬
|
+US$845萬
|
+312,410
|
+621%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$990萬
|
+US$279萬
|
+103,251
|
+40%
|
|
|
14
|
JBJ Investment Partners
Charleston,
South Carolina
|
US$763萬
|
+US$748萬
|
+276,497
|
新
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$751萬
|
+US$30.8萬
|
+11,380
|
+4%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$744萬
|
+US$21萬
|
+7,780
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$729萬
|
+US$42萬
|
+15,548
|
+6%
|
|
|
18
|
Tarbox Family Office
Newport Beach,
California
|
US$688萬
|
+US$62.5萬
|
+23,104
|
+10%
|
|
|
19
|
Arcadia Investment Advisors
Eagle,
Idaho
|
US$686萬
|
-US$216萬
|
-79,860
|
-24%
|
|
|
20
|
|
US$684萬
|
+US$446萬
|
+164,892
|
+198%
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
US$667萬
|
-US$2.45萬
|
-907
|
-0.4%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
US$603萬
|
+US$295萬
|
+109,250
|
+100%
|
|
|
23
|
Opus Capital Group
Cincinnati,
Ohio
|
US$601萬
|
+US$10萬
|
+3,696
|
+2%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$509萬
|
+US$16.9萬
|
+6,264
|
+4%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$499萬
|
+US$81.1萬
|
+29,991
|
+21%
|
|
