|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$2.16억
|
+US$3646만
|
+1,314,568
|
+20%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
US$8018만
|
+US$404만
|
+145,800
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
US$4138만
|
-US$6309만
|
-2,275,034
|
-60%
|
|
|
4
|
Pinnacle Advisory Group
Columbia,
Maryland
|
US$3747만
|
-US$904만
|
-325,988
|
-19%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$2581만
|
+US$31.9만
|
+11,486
|
+1%
|
|
|
6
|
Vantage Investment Advisors
State College,
Pennsylvania
|
US$2457만
|
+US$453만
|
+163,502
|
+22%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
US$2440만
|
+US$832만
|
+299,848
|
+51%
|
|
|
8
|
|
US$2386만
|
-US$572만
|
-206,368
|
-19%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
US$2355만
|
+US$383만
|
+138,140
|
+19%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$2256만
|
+US$362만
|
+130,590
|
+19%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$1894만
|
+US$695만
|
+250,522
|
+57%
|
|
|
12
|
Makena Capital Management
Menlo Park,
California
|
US$1661만
|
+US$15.4만
|
+5,560
|
+0.9%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
US$1535만
|
+US$1546만
|
+557,434
|
신규
|
|
|
14
|
Madison Investment Holdings
Madison,
Wisconsin
|
US$1290만
|
+US$113만
|
+40,776
|
+10%
|
|
|
15
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
US$1066만
|
+US$107만
|
+38,682
|
+11%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
US$1002만
|
-US$5.2만
|
-1,876
|
-0.5%
|
|
|
17
|
Aspiriant LLC
Los Angeles,
California
|
US$971만
|
-US$73.8만
|
-26,610
|
-7%
|
|
|
18
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
US$900만
|
+US$7.12만
|
+2,568
|
+0.8%
|
|
|
19
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
US$879만
|
+US$35.7만
|
+12,888
|
+4%
|
|
|
20
|
Charles Schwab
San Francisco,
California
|
US$719만
|
+US$95.5만
|
+34,450
|
+15%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
US$675만
|
+US$631만
|
+227,380
|
+1,273%
|
|
|
22
|
Vigilant Capital Management
Portland,
Maine
|
US$671만
|
+US$106만
|
+38,076
|
+19%
|
|
|
23
|
LPL Financial
San Diego,
California
|
US$656만
|
+US$141만
|
+50,856
|
+27%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$567만
|
+US$230만
|
+82,882
|
+67%
|
|
|
25
|
Access Financial Services
Minneapolis,
Minnesota
|
US$546만
|
+US$550만
|
+198,500
|
신규
|
|
