|
1
|
Charles Schwab
San Francisco,
California
|
US$13.3億
|
+US$12.9億
|
+51,476,356
|
+4,410%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
US$7426萬
|
+US$930萬
|
+371,347
|
+14%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
US$3126萬
|
+US$1475萬
|
+588,813
|
+90%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$1902萬
|
+US$216萬
|
+86,264
|
+13%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
US$1846萬
|
+US$513萬
|
+204,665
|
+39%
|
|
|
6
|
|
US$1314萬
|
+US$771萬
|
+307,645
|
+144%
|
|
|
7
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1230萬
|
-US$213萬
|
-84,865
|
-15%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
US$1164萬
|
+US$721萬
|
+287,789
|
+165%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
US$1143萬
|
-US$13.1萬
|
-5,248
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$806萬
|
+US$248萬
|
+99,133
|
+45%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$527萬
|
-US$6.64萬
|
-2,650
|
-1%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
US$522萬
|
-US$67.4萬
|
-26,889
|
-11%
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
US$453萬
|
+US$36.9萬
|
+14,740
|
+9%
|
|
|
14
|
MYeCFO
La Jolla,
California
|
US$366萬
|
+US$31.1萬
|
+12,400
|
+9%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$338萬
|
+US$194萬
|
+77,574
|
+136%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$329萬
|
+US$328萬
|
+130,722
|
新
|
|
|
17
|
|
US$324萬
|
+US$201萬
|
+80,303
|
+166%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
US$302萬
|
+US$231萬
|
+92,127
|
+334%
|
|
|
19
|
|
US$252萬
|
+US$251萬
|
+100,000
|
新
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$249萬
|
-US$96.2萬
|
-38,385
|
-28%
|
|
|
21
|
Quantinno Capital Management
New York
|
US$231萬
|
+US$230萬
|
+91,765
|
新
|
|
|
22
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
US$221萬
|
+US$182萬
|
+72,663
|
+482%
|
|
|
23
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
US$215萬
|
+US$10.2萬
|
+4,084
|
+5%
|
|
|
24
|
VanderPol Investments
Caledonia,
Michigan
|
US$211萬
|
-US$6.55萬
|
-2,614
|
-3%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
US$197萬
|
+US$96.8萬
|
+38,647
|
+98%
|
|
