|
1
|
Charles Schwab
San Francisco,
California
|
US$6.18억
|
+US$6.44억
|
+30,603,151
|
신규
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1192만
|
-US$8.9천
|
-423
|
-0.1%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
US$581만
|
+US$15.3만
|
+7,295
|
+3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$137만
|
+US$143만
|
+68,099
|
신규
|
|
|
5
|
Fairview Capital Investment Management
Greenbrae,
California
|
US$131만
|
–
|
–
|
–
|
|
|
6
|
American Financial & Tax Strategies
New York
|
US$95.4만
|
+US$15.9만
|
+7,575
|
+19%
|
|
|
7
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
US$47.1만
|
-US$4.74만
|
-2,253
|
-9%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
US$35.6만
|
+US$8.65만
|
+4,111
|
+30%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
US$22.8만
|
+US$9.8천
|
+465
|
+4%
|
|
|
10
|
Strategic Financial Planning
Plano,
Texas
|
US$22.3만
|
+US$63
|
+3
|
+0%
|
|
|
11
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$20.2만
|
+US$21만
|
+10,000
|
신규
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
US$7.6만
|
+US$1.59만
|
+758
|
+25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$3.49만
|
-US$1.16만
|
-549
|
-24%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
US$2.67만
|
-US$3.24천
|
-154
|
-10%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
US$2.29만
|
+US$2.37만
|
+1,128
|
+7,050%
|
|
|
16
|
|
US$2.18만
|
+US$4.88천
|
+232
|
+27%
|
|
|
17
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$1.99만
|
–
|
–
|
–
|
|
|
18
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
US$1.37만
|
+US$1.43만
|
+681
|
신규
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$1.32만
|
+US$1.3만
|
+620
|
+1,824%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1.2만
|
+US$5.49천
|
+261
|
+70%
|
|
|
21
|
Financial Gravity Asset Management
Lakeway,
Texas
|
US$1.02만
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$9.9천
|
+US$4.88천
|
+232
|
+90%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
US$8.39천
|
-US$8.18천
|
-389
|
-48%
|
|
|
24
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
US$8천
|
–
|
–
|
–
|
|
|
25
|
Versant Capital Management
Phoenix,
Arizona
|
US$7.08천
|
+US$7.39천
|
+351
|
신규
|
|
