|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.93억
|
+US$3037만
|
+2,084,316
|
+17%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$2206만
|
+US$56.6만
|
+38,852
|
+2%
|
|
|
3
|
Vigilant Capital Management
Portland,
Maine
|
US$686만
|
+US$31.3만
|
+21,470
|
+4%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$683만
|
+US$150만
|
+102,808
|
+26%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
US$538만
|
+US$154만
|
+105,402
|
+36%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
US$380만
|
+US$16.6만
|
+11,412
|
+4%
|
|
|
7
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$104만
|
+US$11.2만
|
+7,696
|
+11%
|
|
|
8
|
|
US$81.7만
|
-US$137만
|
-94,164
|
-61%
|
|
|
9
|
WESPAC Advisors
Orinda,
California
|
US$47.4만
|
+US$16.7만
|
+11,438
|
+49%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$45.5만
|
+US$2.01만
|
+1,378
|
+4%
|
|
|
11
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$43만
|
+US$8.77만
|
+6,022
|
+24%
|
|
|
12
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$42.9만
|
–
|
–
|
–
|
|
|
13
|
Financial Consulate
Hunt Valley,
Maryland
|
US$29.5만
|
+US$2.47만
|
+1,696
|
+8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
US$26만
|
+US$26.6만
|
+18,282
|
+2,285%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
US$22.9만
|
–
|
–
|
–
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
US$21.7만
|
+US$3.53천
|
+242
|
+2%
|
|
|
17
|
Madden Advisory Services
Jacksonville,
Florida
|
US$12.1만
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$10.1만
|
-US$7.76만
|
-5,326
|
-42%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
US$7.2만
|
+US$7.75만
|
+5,316
|
신규
|
|
|
20
|
|
US$5.7만
|
–
|
–
|
–
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
US$4만
|
–
|
–
|
–
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
US$3.5만
|
+US$3.79만
|
+2,600
|
신규
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
US$3.4만
|
–
|
–
|
–
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$2.1만
|
–
|
–
|
–
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
US$1.3만
|
+US$1.42만
|
+974
|
신규
|
|
