|
1
|
Charles Schwab
San Francisco,
California
|
US$117億
|
-US$13.4億
|
-44,452,895
|
-11%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$8.97億
|
+US$4075萬
|
+1,350,281
|
+5%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
US$4.75億
|
+US$8494萬
|
+2,814,396
|
+23%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$3.4億
|
+US$4712萬
|
+1,561,245
|
+17%
|
|
|
5
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
US$3.03億
|
+US$532萬
|
+176,225
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
US$2.65億
|
+US$1123萬
|
+372,051
|
+5%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$2.32億
|
-US$2874萬
|
-952,317
|
-11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2.19億
|
+US$1258萬
|
+416,802
|
+6%
|
|
|
9
|
Steele Capital Management
Dubuque,
Iowa
|
US$2億
|
+US$372萬
|
+123,253
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$1.95億
|
+US$1314萬
|
+435,438
|
+7%
|
|
|
11
|
|
US$1.84億
|
+US$1426萬
|
+472,446
|
+9%
|
|
|
12
|
Glassman Wealth Services
Vienna,
Virginia
|
US$1.43億
|
-US$189萬
|
-62,675
|
-1%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1.28億
|
+US$679萬
|
+224,866
|
+6%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
US$1.12億
|
+US$1171萬
|
+387,946
|
+12%
|
|
|
15
|
Northwest Bancshares
Warren,
Pennsylvania
|
US$1.07億
|
-US$1607萬
|
-532,386
|
-13%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$1.05億
|
+US$732萬
|
+242,438
|
+8%
|
|
|
17
|
Bank of New York Mellon
New York
|
US$9942萬
|
+US$1711萬
|
+566,994
|
+22%
|
|
|
18
|
AlphaCore Capital
La Jolla,
California
|
US$9088萬
|
-US$387萬
|
-128,213
|
-4%
|
|
|
19
|
Quadrant Capital Group
Cincinnati,
Ohio
|
US$8420萬
|
+US$7.79萬
|
+2,580
|
+0.1%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
US$8360萬
|
+US$13.7萬
|
+4,524
|
+0.2%
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
US$8349萬
|
+US$573萬
|
+190,007
|
+8%
|
|
|
22
|
Reston Wealth Management
Reston,
Virginia
|
US$7358萬
|
+US$110萬
|
+36,444
|
+2%
|
|
|
23
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
US$7344萬
|
+US$4654萬
|
+1,542,111
|
+188%
|
|
|
24
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
US$7309萬
|
-US$63.3萬
|
-20,986
|
-0.9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$7087萬
|
+US$312萬
|
+103,271
|
+5%
|
|
