|
1
|
Wells Fargo
San Francisco,
California
|
US$1.28억
|
+US$565만
|
+204,218
|
+4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4967만
|
+US$4681만
|
+1,693,074
|
+1,172%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
US$3658만
|
-US$180만
|
-65,200
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
US$1220만
|
+US$152만
|
+54,804
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$1020만
|
+US$358만
|
+129,481
|
+52%
|
|
|
6
|
|
US$703만
|
-US$18.8만
|
-6,812
|
-3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
US$661만
|
+US$12.1만
|
+4,383
|
+2%
|
|
|
8
|
Sentinel Trust
Houston,
Texas
|
US$563만
|
-US$85.5만
|
-30,942
|
-13%
|
|
|
9
|
Emery Howard Portfolio Management
Burlingame,
California
|
US$550만
|
-US$61.9만
|
-22,372
|
-10%
|
|
|
10
|
Divergent Wealth Advisors
South Jordan,
Utah
|
US$441만
|
-US$43.1만
|
-15,579
|
-9%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
US$413만
|
+US$19.2만
|
+6,950
|
+5%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
US$408만
|
+US$186만
|
+67,428
|
+81%
|
|
|
13
|
|
US$367만
|
+US$11.7만
|
+4,234
|
+3%
|
|
|
14
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
US$320만
|
+US$10.2만
|
+3,675
|
+3%
|
|
|
15
|
Courier Capital
Buffalo,
New York
|
US$304만
|
-US$23.3만
|
-8,414
|
-7%
|
|
|
16
|
Pictet Asset Management (UK)
London,
United Kingdom
|
US$302만
|
–
|
–
|
–
|
|
|
17
|
Chandler Asset Management
San Diego,
California
|
US$299만
|
–
|
–
|
–
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$273만
|
+US$241만
|
+87,157
|
+626%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
US$263만
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$220만
|
+US$7.58만
|
+2,741
|
+3%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
US$200만
|
-US$3.89만
|
-1,406
|
-2%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$190만
|
+US$195만
|
+70,366
|
신규
|
|
|
23
|
Old Port Advisors
Portland,
Maine
|
US$177만
|
+US$173만
|
+62,526
|
신규
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
US$177만
|
+US$2.89만
|
+1,046
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
US$146만
|
+US$96.5만
|
+34,904
|
+184%
|
|
