|
1
|
Napa Wealth Management
Napa,
California
|
US$562만
|
+US$508만
|
+168,648
|
+1,010%
|
|
|
2
|
LPL Financial
San Diego,
California
|
US$317만
|
+US$315만
|
+104,672
|
신규
|
|
|
3
|
ORG Partners
Roanoke,
Indiana
|
US$134만
|
-US$4.4천
|
-146
|
-0.3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$78.1만
|
-US$25.3만
|
-8,420
|
-25%
|
|
|
5
|
ORG Wealth Partners
Dallas,
Texas
|
US$67.2만
|
+US$4.85만
|
+1,612
|
+8%
|
|
|
6
|
Concurrent Investment Advisors
Tampa,
Florida
|
US$64.5만
|
-US$25.1만
|
-8,350
|
-28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$52.4만
|
+US$7.98만
|
+2,651
|
+18%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
US$43만
|
+US$753
|
+25
|
+0.2%
|
|
|
9
|
WealthShield Partners
Cary,
North Carolina
|
US$41.1만
|
-US$1.17만
|
-390
|
-3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$39만
|
+US$10.2만
|
+3,405
|
+36%
|
|
|
11
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
US$20.1만
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
US$11.7만
|
+US$11.6만
|
+3,857
|
신규
|
|
|
13
|
Allworth Financial
Folsom,
California
|
US$8.79만
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
US$1.76만
|
-US$692
|
-23
|
-4%
|
|
|
15
|
WFA of San Diego
San Diego,
California
|
US$3.43천
|
+US$3.4천
|
+113
|
신규
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
US$1.61천
|
+US$1.6천
|
+53
|
신규
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1천
|
-US$105만
|
-35,047
|
-100%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
US$30
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-US$41.4만
|
-13,419
|
청산됨
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-US$28.9만
|
-9,367
|
청산됨
|
|
