|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.31억
|
+US$4274만
|
+1,508,302
|
+49%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
US$7625만
|
-US$5948만
|
-2,099,314
|
-44%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
US$7212만
|
-US$5973만
|
-2,108,126
|
-45%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
US$1806만
|
+US$628만
|
+221,796
|
+54%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
US$1765만
|
+US$247만
|
+86,994
|
+16%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1104만
|
+US$332만
|
+117,212
|
+43%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
US$914만
|
+US$67.3만
|
+23,768
|
+8%
|
|
|
8
|
Apriem Advisors
Irvine,
California
|
US$833만
|
+US$156만
|
+55,098
|
+23%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$796만
|
+US$14만
|
+4,940
|
+2%
|
|
|
10
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$616만
|
-US$46.1만
|
-16,260
|
-7%
|
|
|
11
|
Capital Investment Advisors
Atlanta,
Georgia
|
US$605만
|
+US$573만
|
+202,270
|
+2,094%
|
|
|
12
|
Vigilant Capital Management
Portland,
Maine
|
US$575만
|
+US$571만
|
+201,498
|
신규
|
|
|
13
|
Venturi Wealth Management
Austin,
Texas
|
US$526만
|
+US$74.8만
|
+26,390
|
+17%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
US$476만
|
+US$54만
|
+19,066
|
+13%
|
|
|
15
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
US$412만
|
+US$14.4만
|
+5,068
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$409만
|
-US$5.23만
|
-1,846
|
-1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
US$401만
|
+US$4.14만
|
+1,460
|
+1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
US$376만
|
-US$443만
|
-156,242
|
-54%
|
|
|
19
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
US$351만
|
+US$349만
|
+123,000
|
신규
|
|
|
20
|
VOYA Investment Management
Atlanta,
Georgia
|
US$349만
|
+US$28.1만
|
+9,900
|
+9%
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
US$304만
|
+US$14.5만
|
+5,130
|
+5%
|
|
|
22
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
US$303만
|
+US$19.5만
|
+6,878
|
+7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$251만
|
+US$108만
|
+38,038
|
+76%
|
|
|
24
|
Allianz Asset Management
Munich,
Germany
|
US$248만
|
+US$102만
|
+35,954
|
+71%
|
|
|
25
|
Mosaic Financial Partners
San Francisco,
California
|
US$244만
|
+US$5.99만
|
+2,114
|
+3%
|
|
