|
1
|
Plancorp LLC
Saint Louis,
Missouri
|
US$196만
|
-US$3.85만
|
-817
|
-2%
|
|
|
2
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$171만
|
+US$56.7만
|
+12,036
|
+45%
|
|
|
3
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
US$171만
|
+US$190만
|
+40,238
|
신규
|
|
|
4
|
PrairieView Partners
St. Paul,
Minnesota
|
US$147만
|
+US$162만
|
+34,286
|
+9,023%
|
|
|
5
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
US$145만
|
+US$160만
|
+34,047
|
신규
|
|
|
6
|
Bayshore Asset Management
Coral Gables,
Florida
|
US$127만
|
-US$94.1만
|
-19,972
|
-40%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
US$118만
|
-US$20만
|
-4,251
|
-13%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
US$108만
|
+US$120만
|
+25,427
|
신규
|
|
|
9
|
Collective Family Office
York,
Pennsylvania
|
US$96.8만
|
+US$61.9만
|
+13,128
|
+136%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
US$91.3만
|
–
|
–
|
–
|
|
|
11
|
ML&R Wealth Management
Austin,
Texas
|
US$90.1만
|
+US$100만
|
+21,180
|
신규
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$66.1만
|
+US$73.3만
|
+15,546
|
신규
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$64만
|
+US$59.3만
|
+12,577
|
+510%
|
|
|
14
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
US$52.9만
|
-US$70.9만
|
-15,056
|
-55%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$51.9만
|
+US$57.5만
|
+12,213
|
신규
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
US$42만
|
+US$46.5만
|
+9,872
|
신규
|
|
|
17
|
Cardiff Park Advisors
Carlsbad,
California
|
US$37.2만
|
+US$8.43천
|
+179
|
+2%
|
|
|
18
|
WorthPointe
La Jolla,
California
|
US$28.6만
|
–
|
–
|
–
|
|
|
19
|
McLean Asset Management
Tysons,
Virginia
|
US$21만
|
+US$24.2만
|
+5,140
|
신규
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
US$6.5만
|
+US$7.2만
|
+1,527
|
신규
|
|
|
21
|
Life Planning Partners
Jacksonville,
Florida
|
US$4.5만
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
US$3.9만
|
+US$6.27천
|
+133
|
+17%
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$2.2만
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
US$1만
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-US$243만
|
-48,413
|
청산됨
|
|
