|
1
|
Strategic Financial Services
Utica,
New York
|
US$2.39억
|
-US$70.9만
|
-13,192
|
-0.3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1.79억
|
+US$1.37억
|
+2,559,279
|
+394%
|
|
|
3
|
SigFig Wealth Management
San Francisco,
California
|
US$1.14억
|
-US$30.5만
|
-5,682
|
-0.3%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
US$1.13억
|
-US$159만
|
-29,694
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$1.03억
|
+US$394만
|
+73,392
|
+4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8305만
|
+US$170만
|
+31,625
|
+2%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$8176만
|
+US$282만
|
+52,591
|
+4%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$5648만
|
-US$126만
|
-23,549
|
-2%
|
|
|
9
|
|
US$3533만
|
-US$11.5만
|
-2,133
|
-0.3%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$3413만
|
-US$3058만
|
-569,418
|
-48%
|
|
|
11
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$3409만
|
+US$88.7만
|
+16,521
|
+3%
|
|
|
12
|
|
US$3196만
|
+US$173만
|
+32,126
|
+6%
|
|
|
13
|
Stokes Family Office
New Orleans,
Louisiana
|
US$3158만
|
-US$1083만
|
-201,652
|
-26%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$2978만
|
-US$329만
|
-61,231
|
-10%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2944만
|
+US$1.58만
|
+295
|
+0.1%
|
|
|
16
|
Cora Capital Advisors
Marlton,
New Jersey
|
US$2586만
|
+US$28만
|
+5,222
|
+1%
|
|
|
17
|
Pettinga Financial Advisors
Evansville,
Indiana
|
US$2512만
|
+US$91.5만
|
+17,039
|
+4%
|
|
|
18
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
US$2432만
|
+US$16.7만
|
+3,100
|
+0.7%
|
|
|
19
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$2341만
|
+US$19.7만
|
+3,660
|
+0.9%
|
|
|
20
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
US$2316만
|
-US$75.4만
|
-14,041
|
-3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
US$2158만
|
-US$21.2만
|
-3,946
|
-1%
|
|
|
22
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
US$1996만
|
-US$31만
|
-5,766
|
-2%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1961만
|
-US$64만
|
-11,915
|
-3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1951만
|
+US$180만
|
+33,558
|
+11%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1901만
|
+US$30.2만
|
+5,614
|
+2%
|
|
