|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$8842萬
|
-US$212萬
|
-61,703
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2558萬
|
-US$67.9萬
|
-19,760
|
-3%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$2111萬
|
+US$30.9萬
|
+8,983
|
+2%
|
|
|
4
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$1457萬
|
+US$53.6萬
|
+15,616
|
+4%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
US$1154萬
|
+US$117萬
|
+34,149
|
+11%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$815萬
|
+US$425萬
|
+123,631
|
+112%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
US$788萬
|
+US$20.2萬
|
+5,877
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$667萬
|
-US$25.5萬
|
-7,415
|
-4%
|
|
|
9
|
Karp Capital Management
Sausalito,
California
|
US$559萬
|
+US$553萬
|
+161,035
|
新
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$534萬
|
-US$188萬
|
-54,668
|
-26%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
US$451萬
|
+US$20.8萬
|
+6,049
|
+5%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
US$366萬
|
+US$361萬
|
+105,140
|
新
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$366萬
|
+US$69.7萬
|
+20,308
|
+24%
|
|
|
14
|
Mirsky Financial Management
Rochester,
New York
|
US$323萬
|
+US$8.12萬
|
+2,363
|
+3%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
US$315萬
|
+US$79.9萬
|
+23,254
|
+35%
|
|
|
16
|
Suntrust Banks
Atlanta,
Georgia
|
US$302萬
|
-US$3.11萬
|
-906
|
-0.9%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$288萬
|
+US$82.6萬
|
+24,061
|
+41%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
US$274萬
|
+US$14.8萬
|
+4,313
|
+6%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
US$216萬
|
-US$23.5萬
|
-6,851
|
-10%
|
|
|
20
|
|
US$216萬
|
-US$18.5萬
|
-5,395
|
-8%
|
|
|
21
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
US$214萬
|
+US$2.11萬
|
+614
|
+1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
US$212萬
|
-US$1.84萬
|
-535
|
-0.9%
|
|
|
23
|
Newfound Research
Wellesley Hills,
Massachusetts
|
US$192萬
|
+US$62.5萬
|
+18,186
|
+49%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$168萬
|
+US$58.3萬
|
+16,961
|
+54%
|
|
|
25
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
US$165萬
|
+US$163萬
|
+47,497
|
新
|
|
