|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$6.72億
|
-US$844萬
|
-263,500
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$8415萬
|
+US$3,204
|
+100
|
+0%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
US$4887萬
|
-US$210萬
|
-65,400
|
-4%
|
|
|
4
|
|
US$3958萬
|
+US$80.9萬
|
+25,255
|
+2%
|
|
|
5
|
|
US$3808萬
|
+US$759萬
|
+236,890
|
+25%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
US$3111萬
|
+US$58.1萬
|
+18,120
|
+2%
|
|
|
7
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
US$2468萬
|
+US$39.5萬
|
+12,340
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$2193萬
|
+US$610萬
|
+190,310
|
+38%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1685萬
|
-US$326萬
|
-101,860
|
-16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
US$1623萬
|
-US$1104萬
|
-344,650
|
-40%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1572萬
|
+US$24.5萬
|
+7,635
|
+2%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
US$1250萬
|
+US$531萬
|
+165,635
|
+72%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
US$1180萬
|
+US$962萬
|
+300,295
|
+416%
|
|
|
14
|
LPL Financial
San Diego,
California
|
US$1132萬
|
-US$29.2萬
|
-9,105
|
-2%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
US$1081萬
|
+US$117萬
|
+36,505
|
+12%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
US$1075萬
|
-US$71.4萬
|
-22,295
|
-6%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
US$1071萬
|
+US$43.9萬
|
+13,715
|
+4%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
US$1034萬
|
-US$63.3萬
|
-19,760
|
-6%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$1028萬
|
+US$8,971
|
+280
|
+0.1%
|
|
|
20
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$942萬
|
+US$40萬
|
+12,495
|
+4%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
US$885萬
|
+US$149萬
|
+46,615
|
+20%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$861萬
|
-US$294萬
|
-91,820
|
-25%
|
|
|
23
|
Arlington Financial Advisors
Santa Barbara,
California
|
US$721萬
|
+US$94.5萬
|
+29,510
|
+15%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
US$579萬
|
-US$10.1萬
|
-3,155
|
-2%
|
|
|
25
|
Three Bridge Wealth Advisors
Los Altos,
California
|
US$559萬
|
+US$80.6萬
|
+25,150
|
+17%
|
|
