|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$24.8億
|
+US$1.42億
|
+5,130,098
|
+6%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
US$3.56億
|
–
|
–
|
–
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
US$1.63億
|
+US$1.61億
|
+5,834,838
|
新
|
|
|
4
|
|
US$1.24億
|
+US$240萬
|
+86,739
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$3393萬
|
+US$3018萬
|
+1,090,995
|
+796%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
US$2924萬
|
+US$116萬
|
+42,041
|
+4%
|
|
|
7
|
|
US$1926萬
|
-US$137萬
|
-49,622
|
-7%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
US$1800萬
|
-US$18.5萬
|
-6,689
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$1583萬
|
-US$609
|
-22
|
-0%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1574萬
|
-US$2.78萬
|
-1,005
|
-0.2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$1549萬
|
+US$254萬
|
+91,971
|
+20%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$1269萬
|
+US$8,327
|
+301
|
+0.1%
|
|
|
13
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$1017萬
|
+US$16.9萬
|
+6,097
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$964萬
|
+US$568萬
|
+205,377
|
+146%
|
|
|
15
|
|
US$923萬
|
-US$87.3萬
|
-31,538
|
-9%
|
|
|
16
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$842萬
|
+US$83.3萬
|
+30,118
|
+11%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
US$805萬
|
+US$799萬
|
+288,868
|
新
|
|
|
18
|
Tarbox Family Office
Newport Beach,
California
|
US$797萬
|
+US$102萬
|
+36,757
|
+15%
|
|
|
19
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$738萬
|
-US$13.2萬
|
-4,780
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$711萬
|
-US$25.4萬
|
-9,195
|
-3%
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
US$661萬
|
-US$12.9萬
|
-4,662
|
-2%
|
|
|
22
|
Opus Capital Group
Cincinnati,
Ohio
|
US$604萬
|
-US$3.83萬
|
-1,384
|
-0.6%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
US$586萬
|
+US$105萬
|
+37,777
|
+22%
|
|
|
24
|
Cahill Financial Advisors
Edina,
Minnesota
|
US$520萬
|
+US$5.45萬
|
+1,970
|
+1%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
US$512萬
|
+US$13.4萬
|
+4,857
|
+3%
|
|
