|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
US$692만
|
+US$42만
|
+9,626
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$441만
|
+US$279만
|
+63,992
|
+135%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
US$181만
|
+US$79만
|
+18,130
|
+65%
|
|
|
4
|
ML&R Wealth Management
Austin,
Texas
|
US$167만
|
+US$34만
|
+7,797
|
+23%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
US$121만
|
+US$61.2만
|
+14,045
|
+85%
|
|
|
6
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$60.8만
|
+US$18.9만
|
+4,331
|
+39%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
US$60.6만
|
–
|
–
|
–
|
|
|
8
|
Collective Family Office
York,
Pennsylvania
|
US$60.1만
|
+US$15.1만
|
+3,468
|
+30%
|
|
|
9
|
|
US$55.3만
|
+US$61만
|
+13,990
|
신규
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
US$25.6만
|
+US$28.1만
|
+6,459
|
신규
|
|
|
11
|
WMS Partners
Towson,
Maryland
|
US$24.8만
|
+US$27.4만
|
+6,280
|
신규
|
|
|
12
|
Level Financial Advisors
East Amherst,
New York
|
US$22.1만
|
+US$19.9만
|
+4,555
|
+437%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
US$20.3만
|
+US$22.3만
|
+5,128
|
신규
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
US$10.9만
|
+US$1.72만
|
+395
|
+17%
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
US$9.2만
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
US$8.6만
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
US$1.2만
|
-US$1.2만
|
-275
|
-48%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
US$2천
|
–
|
–
|
–
|
|
|
19
|
Bridgewater Advisors
New York
|
–
|
-US$38.8만
|
-9,467
|
청산됨
|
|
|
20
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-US$2.4만
|
-590
|
청산됨
|
|
