|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$2.69억
|
+US$7349만
|
+3,000,424
|
+35%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
US$1490만
|
+US$305만
|
+124,457
|
+24%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
US$1196만
|
-US$230만
|
-93,960
|
-15%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
US$1136만
|
+US$283만
|
+115,643
|
+31%
|
|
|
5
|
|
US$785만
|
-US$119만
|
-48,533
|
-13%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
US$657만
|
-US$164만
|
-66,874
|
-19%
|
|
|
7
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
US$436만
|
+US$23.8만
|
+9,720
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
US$424만
|
-US$57.2만
|
-23,371
|
-11%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
US$387만
|
+US$416
|
+17
|
+0%
|
|
|
10
|
First American Trust
Santa Ana,
California
|
US$356만
|
+US$52만
|
+21,240
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
US$346만
|
-US$327만
|
-133,522
|
-47%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
US$339만
|
+US$101만
|
+41,247
|
+39%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
US$264만
|
-US$76.7만
|
-31,302
|
-22%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$187만
|
+US$197만
|
+80,628
|
신규
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
US$166만
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
US$153만
|
+US$65.9만
|
+26,927
|
+69%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$148만
|
-US$34만
|
-13,893
|
-18%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
US$143만
|
-US$8.54만
|
-3,486
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
US$122만
|
+US$92만
|
+37,581
|
+249%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
US$107만
|
-US$2.73만
|
-1,114
|
-2%
|
|
|
21
|
McNaughton Wealth Management
San Diego,
California
|
US$98.3만
|
-US$15.4만
|
-6,269
|
-13%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
US$95.7만
|
+US$7.72천
|
+315
|
+0.8%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
US$71.4만
|
-US$13.6만
|
-5,549
|
-15%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
US$68.6만
|
-US$1670만
|
-681,768
|
-96%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
US$62.4만
|
-US$2.93만
|
-1,195
|
-4%
|
|
