|
1
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$960만
|
-US$1.79만
|
-351
|
-0.2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$855만
|
+US$17.9만
|
+3,516
|
+2%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
US$420만
|
+US$87만
|
+17,076
|
+25%
|
|
|
4
|
|
US$357만
|
+US$5.8만
|
+1,139
|
+2%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
US$321만
|
-US$7.43만
|
-1,458
|
-2%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
US$297만
|
-US$9.23만
|
-1,813
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$264만
|
+US$140만
|
+27,478
|
+105%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
US$248만
|
-US$183만
|
-35,878
|
-41%
|
|
|
9
|
Northland Capital Management
Virginia,
Minnesota
|
US$187만
|
-US$55.1만
|
-10,823
|
-22%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
US$180만
|
+US$187만
|
+36,643
|
신규
|
|
|
11
|
Highland Financial Advisors
Wayne,
New Jersey
|
US$131만
|
+US$12.7만
|
+2,498
|
+10%
|
|
|
12
|
Wealthstream Advisors
New York
|
US$115만
|
+US$4.79천
|
+94
|
+0.4%
|
|
|
13
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
US$87.5만
|
–
|
–
|
–
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
US$68만
|
+US$9.8만
|
+1,928
|
+16%
|
|
|
15
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
US$56만
|
–
|
–
|
–
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
US$55.4만
|
+US$28.1만
|
+5,513
|
+95%
|
|
|
17
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$37.3만
|
-US$1.12천
|
-22
|
-0.3%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
US$30.5만
|
+US$15.9만
|
+3,116
|
+100%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
US$28.6만
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$28.3만
|
-US$88.9만
|
-17,452
|
-76%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
US$24.1만
|
-US$6.11천
|
-120
|
-2%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
US$22.1만
|
–
|
–
|
–
|
|
|
23
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
US$21.1만
|
+US$22만
|
+4,311
|
신규
|
|
|
24
|
Tarbox Family Office
Newport Beach,
California
|
US$20.8만
|
+US$21.6만
|
+4,249
|
신규
|
|
|
25
|
Passive Capital Management
Baltimore,
Maryland
|
US$20.1만
|
–
|
–
|
–
|
|
