|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.5억
|
-US$902만
|
-321,982
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$1214만
|
+US$67.6만
|
+24,112
|
+6%
|
|
|
3
|
|
US$1101만
|
+US$565만
|
+201,559
|
+106%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
US$1088만
|
+US$205만
|
+73,345
|
+23%
|
|
|
5
|
|
US$1080만
|
+US$76.7만
|
+27,389
|
+8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
US$711만
|
-US$4.85만
|
-1,731
|
-0.7%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
US$643만
|
+US$105만
|
+37,377
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
US$562만
|
+US$195만
|
+69,530
|
+53%
|
|
|
9
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
US$443만
|
+US$42만
|
+14,989
|
+11%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
US$431만
|
+US$18.9만
|
+6,729
|
+5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$403만
|
-US$4.23만
|
-1,511
|
-1%
|
|
|
12
|
SteelPeak Wealth
Woodland Hills,
California
|
US$318만
|
+US$1.28만
|
+457
|
+0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
US$311만
|
+US$40.9만
|
+14,585
|
+15%
|
|
|
14
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$289만
|
-US$6.21만
|
-2,218
|
-2%
|
|
|
15
|
Regis Management Company
Menlo Park,
California
|
US$280만
|
–
|
–
|
–
|
|
|
16
|
McNaughton Wealth Management
San Diego,
California
|
US$189만
|
+US$23.6만
|
+8,406
|
+14%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
US$164만
|
+US$6.02천
|
+215
|
+0.4%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
US$163만
|
+US$162만
|
+57,950
|
신규
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$136만
|
–
|
–
|
–
|
|
|
20
|
Running Point Capital Advisors
El Segundo,
California
|
US$130만
|
-US$4.52만
|
-1,613
|
-3%
|
|
|
21
|
First American Trust
Santa Ana,
California
|
US$128만
|
+US$128만
|
+45,533
|
신규
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
US$113만
|
+US$6.59만
|
+2,353
|
+6%
|
|
|
23
|
Apriem Advisors
Irvine,
California
|
US$75.8만
|
+US$8.4천
|
+300
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$75.1만
|
+US$34.3만
|
+12,228
|
+84%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
US$70.4만
|
–
|
–
|
–
|
|
