|
1
|
Oak Root LLC
Santa Barbara,
California
|
US$1.93억
|
-US$1130만
|
-172,150
|
-6%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$6829만
|
-US$221만
|
-33,627
|
-3%
|
|
|
3
|
Simplicity Wealth
Summit,
New Jersey
|
US$5095만
|
+US$2485만
|
+378,662
|
+112%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$3707만
|
+US$430만
|
+65,603
|
+14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3409만
|
+US$234만
|
+35,717
|
+8%
|
|
|
6
|
Ridgeline Wealth
Mesa,
Arizona
|
US$2923만
|
+US$2700만
|
+411,475
|
신규
|
|
|
7
|
|
US$2862만
|
+US$2644만
|
+402,927
|
신규
|
|
|
8
|
Cypress Point Wealth Management
Dallas,
Texas
|
US$2638만
|
-US$569만
|
-86,772
|
-19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$2187만
|
+US$718만
|
+109,399
|
+55%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$1987만
|
+US$1835만
|
+279,647
|
신규
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
US$1625만
|
+US$557만
|
+84,946
|
+59%
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
US$1513만
|
+US$8.62만
|
+1,314
|
+0.6%
|
|
|
13
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
US$1334만
|
+US$1232만
|
+187,766
|
신규
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
US$1051만
|
-US$4268만
|
-650,508
|
-81%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
US$943만
|
+US$59.3만
|
+9,032
|
+7%
|
|
|
16
|
Arcadia Investment Advisors
Eagle,
Idaho
|
US$929만
|
+US$52.9만
|
+8,069
|
+7%
|
|
|
17
|
Dogwood Wealth Management
Lenexa,
Kansas
|
US$856만
|
-US$87.1만
|
-13,271
|
-10%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
US$837만
|
+US$452만
|
+68,816
|
+141%
|
|
|
19
|
Prosperity Planning
Kansas City,
Missouri
|
US$789만
|
+US$123만
|
+18,671
|
+20%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
US$590만
|
+US$19.3만
|
+2,935
|
+4%
|
|
|
21
|
Haven Private
Orlando,
Florida
|
US$585만
|
-US$538만
|
-82,030
|
-50%
|
|
|
22
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
US$581만
|
+US$536만
|
+81,735
|
신규
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
US$510만
|
+US$361만
|
+54,947
|
+325%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
US$441만
|
+US$195만
|
+29,665
|
+91%
|
|
|
25
|
|
US$411만
|
+US$50.6만
|
+7,716
|
+15%
|
|
