|
1
|
Financial Engines Advisors
Santa Clara,
California
|
US$15.1억
|
-US$5901만
|
-1,689,886
|
-4%
|
|
|
2
|
Armstrong Advisory Group
Needham,
Massachusetts
|
US$2.35억
|
+US$1.41억
|
+4,041,006
|
+163%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
US$2.11억
|
-US$532만
|
-152,229
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
US$1.74억
|
+US$4840만
|
+1,386,094
|
+40%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
US$1.39억
|
-US$161만
|
-46,174
|
-1%
|
|
|
6
|
Warwick Investment Management
Bryan,
Texas
|
US$1.29억
|
+US$17.1만
|
+4,893
|
+0.1%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
US$7734만
|
+US$13.1만
|
+3,746
|
+0.2%
|
|
|
8
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
US$4720만
|
-US$133만
|
-37,990
|
-3%
|
|
|
9
|
Plum Street Advisors
New Orleans,
Louisiana
|
US$2419만
|
-US$175만
|
-49,984
|
-7%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2069만
|
+US$336만
|
+96,267
|
+20%
|
|
|
11
|
FreeGulliver LLC
New Orleans,
Louisiana
|
US$1742만
|
+US$1175만
|
+336,347
|
+229%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
US$1681만
|
+US$58.8만
|
+16,848
|
+4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
US$1623만
|
+US$3.61만
|
+1,034
|
+0.2%
|
|
|
14
|
Lighthouse Wealth Management
Ashland,
Ohio
|
US$1363만
|
-US$47.6만
|
-13,634
|
-3%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
US$932만
|
+US$9.9천
|
+284
|
+0.1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$893만
|
+US$4.55만
|
+1,302
|
+0.5%
|
|
|
17
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
US$685만
|
–
|
–
|
–
|
|
|
18
|
|
US$669만
|
+US$240만
|
+68,633
|
+59%
|
|
|
19
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$617만
|
-US$14.7만
|
-4,211
|
-2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
US$573만
|
-US$52만
|
-14,898
|
-9%
|
|
|
21
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
US$463만
|
–
|
–
|
–
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$425만
|
-US$26.3만
|
-7,537
|
-6%
|
|
|
23
|
Principia Wealth Advisory
Dallas,
Texas
|
US$420만
|
+US$373만
|
+106,676
|
+1,092%
|
|
|
24
|
Donor Advised Charitable Giving
San Francisco,
California
|
US$417만
|
-US$5.88만
|
-1,684
|
-1%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
US$395만
|
+US$105
|
+3
|
+0%
|
|
