|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.77億
|
+US$5433萬
|
+1,968,440
|
+45%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
US$1845萬
|
-US$303萬
|
-109,742
|
-14%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
US$1586萬
|
+US$943萬
|
+341,692
|
+152%
|
|
|
4
|
Apriem Advisors
Irvine,
California
|
US$1170萬
|
+US$190萬
|
+68,872
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$1008萬
|
+US$1.29萬
|
+466
|
+0.1%
|
|
|
6
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$793萬
|
-US$280萬
|
-101,390
|
-26%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$761萬
|
+US$235萬
|
+85,056
|
+46%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
US$643萬
|
-US$9.8萬
|
-3,560
|
-2%
|
|
|
9
|
Pring Turner Capital Group
Alamo,
California
|
US$628萬
|
-US$3.37萬
|
-1,220
|
-0.5%
|
|
|
10
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
US$597萬
|
+US$3.92萬
|
+1,420
|
+0.7%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
US$561萬
|
-US$246萬
|
-89,292
|
-31%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$557萬
|
+US$40.9萬
|
+14,806
|
+8%
|
|
|
13
|
Knowledge Leaders Capital
Denver,
Colorado
|
US$546萬
|
+US$539萬
|
+195,132
|
新
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
US$397萬
|
+US$32.7萬
|
+11,836
|
+9%
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$341萬
|
+US$34.3萬
|
+12,432
|
+11%
|
|
|
16
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
US$307萬
|
-US$35萬
|
-12,680
|
-10%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
US$276萬
|
+US$273萬
|
+98,930
|
新
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
US$259萬
|
+US$65.9萬
|
+23,892
|
+35%
|
|
|
19
|
Friedenthal Financial
Marlton,
New Jersey
|
US$217萬
|
+US$135萬
|
+48,832
|
+169%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$205萬
|
+US$13.6萬
|
+4,926
|
+7%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
US$164萬
|
-US$8.74萬
|
-3,166
|
-5%
|
|
|
22
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
US$158萬
|
+US$156萬
|
+56,580
|
新
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$146萬
|
-US$59.3萬
|
-21,484
|
-29%
|
|
|
24
|
Vista Capital Partners
Portland,
Oregon
|
US$138萬
|
-US$1.08萬
|
-390
|
-0.8%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
US$133萬
|
-US$30.5萬
|
-11,056
|
-19%
|
|
