|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$29億
|
+US$1.65億
|
+5,775,472
|
+6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
US$3.69億
|
+US$1145萬
|
+401,940
|
+3%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
US$1.68億
|
–
|
–
|
–
|
|
|
4
|
|
US$1.37億
|
+US$239萬
|
+84,025
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$5015萬
|
+US$843萬
|
+295,939
|
+21%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
US$3250萬
|
+US$50萬
|
+17,563
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
US$2138萬
|
+US$104萬
|
+36,605
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$2084萬
|
+US$1814萬
|
+636,656
|
+758%
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
US$1924萬
|
-US$684
|
-24
|
-0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$1763萬
|
+US$82萬
|
+28,784
|
+5%
|
|
|
11
|
|
US$1729萬
|
-US$134萬
|
-46,978
|
-7%
|
|
|
12
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$1634萬
|
+US$6.37萬
|
+2,237
|
+0.4%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
US$1428萬
|
+US$1407萬
|
+493,913
|
新
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
US$1397萬
|
-US$108萬
|
-37,759
|
-9%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$1279萬
|
-US$25.7萬
|
-9,026
|
-2%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$1127萬
|
+US$33.1萬
|
+11,630
|
+3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$1087萬
|
+US$64.6萬
|
+22,660
|
+6%
|
|
|
18
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
US$999萬
|
+US$367萬
|
+128,718
|
+59%
|
|
|
19
|
Tarbox Family Office
Newport Beach,
California
|
US$971萬
|
+US$56.1萬
|
+19,689
|
+6%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$945萬
|
+US$828萬
|
+290,706
|
+805%
|
|
|
21
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$914萬
|
+US$51.3萬
|
+18,022
|
+6%
|
|
|
22
|
|
US$887萬
|
-US$43.5萬
|
-15,260
|
-5%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
US$856萬
|
+US$5.8萬
|
+2,036
|
+0.7%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
US$793萬
|
+US$60.2萬
|
+21,129
|
+8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$742萬
|
+US$5.64萬
|
+1,981
|
+0.8%
|
|
