|
1
|
Strategic Financial Services
Utica,
New York
|
US$2.45억
|
+US$563만
|
+94,985
|
+3%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$2.18억
|
+US$64.9만
|
+10,936
|
+0.3%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
US$1.35억
|
+US$1279만
|
+215,653
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
US$1.28억
|
+US$660만
|
+111,242
|
+6%
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
US$1.26억
|
+US$11.6만
|
+1,954
|
+0.1%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
US$1.12억
|
+US$884만
|
+149,079
|
+9%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$9385만
|
-US$344만
|
-58,028
|
-4%
|
|
|
8
|
|
US$7256만
|
-US$650만
|
-109,646
|
-9%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$7136만
|
-US$1.04만
|
-176
|
-0%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$6843만
|
+US$36.9만
|
+6,230
|
+0.6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$4978만
|
+US$133만
|
+22,464
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
US$4939만
|
+US$2717만
|
+458,079
|
+147%
|
|
|
13
|
Atomi Financial Group
New York
|
US$4693만
|
+US$205만
|
+34,496
|
+5%
|
|
|
14
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$4474만
|
+US$98.4만
|
+16,598
|
+2%
|
|
|
15
|
Affinity Wealth Management
Wilmington,
Delaware
|
US$4171만
|
-US$19.4만
|
-3,268
|
-0.5%
|
|
|
16
|
|
US$3991만
|
-US$381만
|
-64,218
|
-9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
US$3737만
|
+US$2493만
|
+420,321
|
+258%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3473만
|
+US$131만
|
+22,039
|
+4%
|
|
|
19
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$3260만
|
+US$111만
|
+18,635
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3181만
|
+US$265만
|
+44,685
|
+10%
|
|
|
21
|
Cora Capital Advisors
Marlton,
New Jersey
|
US$3111만
|
+US$13.6만
|
+2,295
|
+0.5%
|
|
|
22
|
Kestra Investment Management
Austin,
Texas
|
US$3066만
|
+US$246만
|
+41,426
|
+9%
|
|
|
23
|
Pettinga Financial Advisors
Evansville,
Indiana
|
US$2840만
|
-US$69.5만
|
-11,715
|
-3%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$2429만
|
-US$61.2만
|
-10,314
|
-3%
|
|
|
25
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
US$2367만
|
-US$249만
|
-42,063
|
-10%
|
|
