|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$26億
|
+US$1.42億
|
+5,250,314
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
US$3.4億
|
+US$1.77億
|
+6,513,062
|
+112%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
US$1.6億
|
-US$1.89億
|
-6,975,054
|
-55%
|
|
|
4
|
|
US$1.29億
|
+US$564萬
|
+208,033
|
+5%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$3983萬
|
+US$569萬
|
+209,832
|
+17%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
US$3050萬
|
+US$154萬
|
+56,828
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
US$1939萬
|
+US$399萬
|
+147,186
|
+26%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
US$1835萬
|
+US$52.5萬
|
+19,372
|
+3%
|
|
|
9
|
|
US$1778萬
|
-US$126萬
|
-46,404
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$1601萬
|
+US$34.1萬
|
+12,560
|
+2%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1552萬
|
-US$5.81萬
|
-2,144
|
-0.4%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$1244萬
|
-US$11.1萬
|
-4,097
|
-0.9%
|
|
|
13
|
Ackerman Capital Advisors
Dallas,
Texas
|
US$1180萬
|
+US$1160萬
|
+427,802
|
新
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$1042萬
|
+US$35.1萬
|
+12,929
|
+4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$974萬
|
+US$19.4萬
|
+7,144
|
+2%
|
|
|
16
|
|
US$888萬
|
-US$25.2萬
|
-9,288
|
-3%
|
|
|
17
|
Tarbox Family Office
Newport Beach,
California
|
US$871萬
|
+US$81.3萬
|
+29,980
|
+10%
|
|
|
18
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$822萬
|
-US$12萬
|
-4,419
|
-1%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
US$811萬
|
+US$14.1萬
|
+5,198
|
+2%
|
|
|
20
|
|
US$729萬
|
+US$717萬
|
+264,416
|
新
|
|
|
21
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$705萬
|
-US$24.8萬
|
-9,153
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$702萬
|
-US$1.23萬
|
-455
|
-0.2%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
US$693萬
|
+US$114萬
|
+41,885
|
+20%
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
US$672萬
|
+US$162萬
|
+59,803
|
+33%
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
US$641萬
|
-US$12.6萬
|
-4,630
|
-2%
|
|
