|
1
|
Oak Root LLC
Santa Barbara,
California
|
US$1.83억
|
-US$360만
|
-58,830
|
-2%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$3931만
|
+US$3829만
|
+626,266
|
신규
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$2092만
|
+US$2037만
|
+333,250
|
신규
|
|
|
4
|
Cypress Point Wealth Management
Dallas,
Texas
|
US$1301만
|
+US$253만
|
+41,359
|
+25%
|
|
|
5
|
Dogwood Wealth Management
Lenexa,
Kansas
|
US$940만
|
+US$916만
|
+149,832
|
신규
|
|
|
6
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
US$553만
|
+US$539만
|
+88,122
|
신규
|
|
|
7
|
Arcadia Investment Advisors
Eagle,
Idaho
|
US$503만
|
+US$490만
|
+80,106
|
신규
|
|
|
8
|
LPL Financial
San Diego,
California
|
US$453만
|
+US$90.7만
|
+14,841
|
+26%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
US$154만
|
–
|
–
|
–
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
US$141만
|
+US$137만
|
+22,452
|
신규
|
|
|
11
|
Prosperity Planning
Kansas City,
Missouri
|
US$122만
|
+US$119만
|
+19,457
|
신규
|
|
|
12
|
Waterfront Wealth
Overland Park,
Kansas
|
US$103만
|
+US$4.13만
|
+676
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$85만
|
-US$9.06만
|
-1,482
|
-10%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$83.4만
|
+US$5.42만
|
+886
|
+7%
|
|
|
15
|
Dixon Fnancial Services
Lafayette,
California
|
US$74.9만
|
–
|
–
|
–
|
|
|
16
|
My Personal CFO LLC
Vancouver,
Washington
|
US$23.6만
|
+US$23만
|
+3,760
|
신규
|
|
|
17
|
|
US$20.1만
|
+US$19.6만
|
+3,204
|
신규
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$5.18만
|
+US$5.05만
|
+826
|
신규
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
US$4.73만
|
+US$2.82만
|
+461
|
+158%
|
|
|
20
|
AlphaQ Advisors
Winter Park,
Florida
|
–
|
-US$936만
|
-151,469
|
청산됨
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-US$133만
|
-21,500
|
청산됨
|
|
