|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$35.3億
|
+US$1.58億
|
+4,699,231
|
+5%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
US$1.93億
|
-US$1.41億
|
-4,203,201
|
-42%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$1.29億
|
-US$916萬
|
-272,587
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$1.22億
|
+US$2482萬
|
+738,520
|
+25%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$9821萬
|
+US$790萬
|
+235,174
|
+9%
|
|
|
6
|
|
US$9475萬
|
-US$16萬
|
-4,761
|
-0.2%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$7315萬
|
+US$7387萬
|
+2,197,987
|
新
|
|
|
8
|
ALPS Advisors
Denver,
Colorado
|
US$5203萬
|
-US$124萬
|
-36,930
|
-2%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
US$4904萬
|
+US$199萬
|
+59,079
|
+4%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
US$3411萬
|
-US$52.8萬
|
-15,719
|
-2%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
US$2791萬
|
+US$109萬
|
+32,454
|
+4%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
US$2331萬
|
+US$113萬
|
+33,506
|
+5%
|
|
|
13
|
Opes Wealth Management
Menlo Park,
California
|
US$2218萬
|
-US$105萬
|
-31,181
|
-4%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$2106萬
|
+US$69.6萬
|
+20,711
|
+3%
|
|
|
15
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
US$2057萬
|
+US$61.9萬
|
+18,418
|
+3%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
US$1895萬
|
+US$65.8萬
|
+19,590
|
+4%
|
|
|
17
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
US$1859萬
|
-US$30.6萬
|
-9,096
|
-2%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
US$1777萬
|
+US$37.5萬
|
+11,149
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1708萬
|
+US$838萬
|
+249,388
|
+94%
|
|
|
20
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$1677萬
|
+US$23.1萬
|
+6,876
|
+1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
US$1601萬
|
+US$582萬
|
+173,110
|
+56%
|
|
|
22
|
|
US$1585萬
|
+US$245萬
|
+72,950
|
+18%
|
|
|
23
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
US$1547萬
|
+US$33.1萬
|
+9,844
|
+2%
|
|
|
24
|
1900 Wealth Management
San Antonio,
Texas
|
US$1460萬
|
+US$184萬
|
+54,795
|
+14%
|
|
|
25
|
Ackerman Capital Advisors
Dallas,
Texas
|
US$1423萬
|
+US$168萬
|
+50,070
|
+13%
|
|
