|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.06億
|
+US$1271萬
|
+353,814
|
+14%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2486萬
|
-US$204萬
|
-56,738
|
-8%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$2022萬
|
-US$197萬
|
-54,906
|
-9%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
US$1318萬
|
+US$101萬
|
+28,172
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$952萬
|
+US$245萬
|
+68,343
|
+36%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$905萬
|
+US$46.5萬
|
+12,940
|
+6%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
US$823萬
|
-US$6.44萬
|
-1,792
|
-0.8%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$717萬
|
+US$703萬
|
+195,830
|
新
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$701萬
|
+US$137萬
|
+38,075
|
+25%
|
|
|
10
|
Karp Capital Management
Sausalito,
California
|
US$662萬
|
+US$71萬
|
+19,770
|
+12%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
US$474萬
|
-US$2.55萬
|
-709
|
-0.5%
|
|
|
12
|
|
US$470萬
|
+US$461萬
|
+128,435
|
新
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
US$396萬
|
+US$389萬
|
+108,245
|
新
|
|
|
14
|
SVB Wealth
Boston,
Massachusetts
|
US$355萬
|
-US$29.5萬
|
-8,212
|
-8%
|
|
|
15
|
Mirsky Financial Management
Rochester,
New York
|
US$342萬
|
+US$2.22萬
|
+619
|
+0.7%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$341萬
|
+US$36.9萬
|
+10,275
|
+12%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
US$315萬
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$311萬
|
-US$72.1萬
|
-20,081
|
-19%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
US$296萬
|
-US$7.16萬
|
-1,992
|
-2%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
US$289萬
|
+US$4,921
|
+137
|
+0.2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
US$268萬
|
+US$39.1萬
|
+10,892
|
+17%
|
|
|
22
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
US$237萬
|
+US$11.3萬
|
+3,137
|
+5%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
US$220萬
|
-US$3.24萬
|
-903
|
-1%
|
|
|
24
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
US$195萬
|
+US$20.3萬
|
+5,652
|
+12%
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
US$194萬
|
-US$7.35萬
|
-2,046
|
-4%
|
|
