|
1
|
Strategic Financial Services
Utica,
New York
|
US$1.58억
|
-US$1477만
|
-367,964
|
-8%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
US$7267만
|
-US$12.8만
|
-3,188
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$6103만
|
+US$181만
|
+45,224
|
+3%
|
|
|
4
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$4255만
|
-US$250만
|
-62,209
|
-5%
|
|
|
5
|
Stokes Family Office
New Orleans,
Louisiana
|
US$4234만
|
+US$509만
|
+126,816
|
+12%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
US$4135만
|
+US$954만
|
+237,662
|
+26%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$3933만
|
+US$253만
|
+63,133
|
+6%
|
|
|
8
|
|
US$3416만
|
-US$6.88만
|
-1,714
|
-0.2%
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
US$2388만
|
-US$49만
|
-12,204
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
US$1939만
|
-US$24.7만
|
-6,161
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$1858만
|
-US$366만
|
-91,244
|
-15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1678만
|
-US$165만
|
-41,056
|
-8%
|
|
|
13
|
First Ascent Asset Management
Denver,
Colorado
|
US$1570만
|
+US$67.2만
|
+16,739
|
+4%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
US$1402만
|
+US$35.1만
|
+8,753
|
+2%
|
|
|
15
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1392만
|
+US$673만
|
+167,743
|
+77%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1217만
|
+US$4.48만
|
+1,116
|
+0.3%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
US$947만
|
+US$1049만
|
+261,467
|
신규
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
US$843만
|
-US$11.2만
|
-2,787
|
-1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
US$813만
|
+US$1.85만
|
+461
|
+0.2%
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
US$765만
|
-US$9.9만
|
-2,474
|
-1%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
US$743만
|
+US$22.4만
|
+5,583
|
+3%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
US$710만
|
-US$17.7만
|
-4,416
|
-2%
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
US$690만
|
-US$12.1만
|
-3,020
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$642만
|
+US$11.5만
|
+2,864
|
+2%
|
|
|
25
|
Forte Asset Management
Bedford,
New York
|
US$629만
|
-US$21.6만
|
-5,379
|
-3%
|
|
