|
1
|
Strategic Financial Services
Utica,
New York
|
US$1.79억
|
+US$570만
|
+138,715
|
+3%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
US$7513만
|
-US$70.2만
|
-17,100
|
-0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$6214만
|
-US$190만
|
-46,253
|
-3%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$4688만
|
-US$678만
|
-165,041
|
-12%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
US$3950만
|
+US$4281만
|
+1,042,206
|
신규
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$3876만
|
-US$183만
|
-44,624
|
-4%
|
|
|
7
|
|
US$3580만
|
-US$925만
|
-225,243
|
-19%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
US$3426만
|
-US$555만
|
-135,123
|
-13%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
US$2546만
|
-US$57.3만
|
-13,947
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$2290만
|
-US$3434만
|
-835,983
|
-58%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$2054만
|
+US$714만
|
+173,760
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1912만
|
-US$17.8만
|
-4,333
|
-0.9%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
US$1580만
|
+US$193만
|
+47,100
|
+13%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
US$1434만
|
-US$60.6만
|
-14,745
|
-4%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1276만
|
+US$84.5만
|
+20,571
|
+7%
|
|
|
16
|
Wade Financial Advisory
Campbell,
California
|
US$892만
|
-US$75.7만
|
-18,440
|
-7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
US$850만
|
-US$8.1만
|
-1,971
|
-0.9%
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$821만
|
+US$536만
|
+130,534
|
+152%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
US$809만
|
+US$452
|
+11
|
+0%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
US$759만
|
+US$21.7만
|
+5,281
|
+3%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
US$756만
|
+US$21.4만
|
+5,200
|
+3%
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
US$734만
|
-US$5.92만
|
-1,441
|
-0.7%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
US$717만
|
+US$32.9만
|
+8,013
|
+5%
|
|
|
24
|
Forte Asset Management
Bedford,
New York
|
US$679만
|
+US$735만
|
+179,038
|
신규
|
|
|
25
|
Cerity Partners OCIO
New York
|
US$675만
|
-US$7.61만
|
-1,852
|
-1%
|
|
