|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$894만
|
+US$432만
|
+96,256
|
+103%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$545만
|
+US$520만
|
+115,768
|
신규
|
|
|
3
|
|
US$462만
|
+US$195만
|
+43,338
|
+79%
|
|
|
4
|
Northland Capital Management
Virginia,
Minnesota
|
US$429만
|
-US$6.6만
|
-1,470
|
-2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
US$358만
|
-US$215만
|
-47,922
|
-39%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
US$267만
|
+US$128만
|
+28,492
|
+101%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
US$216만
|
+US$206만
|
+45,914
|
신규
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
US$176만
|
-US$128만
|
-28,439
|
-43%
|
|
|
9
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
US$90만
|
+US$85.9만
|
+19,128
|
신규
|
|
|
10
|
Highland Financial Advisors
Wayne,
New Jersey
|
US$80.9만
|
+US$12.1만
|
+2,703
|
+19%
|
|
|
11
|
Wealthstream Advisors
New York
|
US$69.6만
|
+US$66.4만
|
+14,793
|
신규
|
|
|
12
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
US$53.8만
|
–
|
–
|
–
|
|
|
13
|
WMS Partners
Towson,
Maryland
|
US$49.3만
|
+US$47.1만
|
+10,483
|
신규
|
|
|
14
|
Team Hewins
Redwood City,
California
|
US$48.1만
|
+US$45.9만
|
+10,214
|
신규
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$40.9만
|
+US$39만
|
+8,691
|
신규
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
US$27.5만
|
+US$26.2만
|
+5,840
|
신규
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
US$23.7만
|
+US$22.6만
|
+5,041
|
신규
|
|
|
18
|
Passive Capital Management
Baltimore,
Maryland
|
US$22만
|
+US$21만
|
+4,670
|
신규
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
US$21.2만
|
+US$20.2만
|
+4,500
|
신규
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
US$14만
|
+US$13.3만
|
+2,965
|
신규
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$6.9만
|
+US$6.61만
|
+1,473
|
신규
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
US$6.21만
|
+US$5.92만
|
+1,319
|
신규
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
US$5만
|
–
|
–
|
–
|
|
|
24
|
Red Lighthouse Investment Management
New York
|
US$4.78만
|
+US$4.56만
|
+1,016
|
신규
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-US$6천
|
-143
|
청산됨
|
|
