|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.77억
|
+US$5433만
|
+1,968,440
|
+45%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
US$1845만
|
-US$303만
|
-109,742
|
-14%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
US$1586만
|
+US$943만
|
+341,692
|
+152%
|
|
|
4
|
Apriem Advisors
Irvine,
California
|
US$1170만
|
+US$190만
|
+68,872
|
+20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$1008만
|
+US$1.29만
|
+466
|
+0.1%
|
|
|
6
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
US$793만
|
-US$280만
|
-101,390
|
-26%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$761만
|
+US$235만
|
+85,056
|
+46%
|
|
|
8
|
Financial Consulate
Hunt Valley,
Maryland
|
US$643만
|
-US$9.8만
|
-3,560
|
-2%
|
|
|
9
|
Pring Turner Capital Group
Alamo,
California
|
US$628만
|
-US$3.37만
|
-1,220
|
-0.5%
|
|
|
10
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
US$597만
|
+US$3.92만
|
+1,420
|
+0.7%
|
|
|
11
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
US$561만
|
-US$246만
|
-89,292
|
-31%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$557만
|
+US$40.9만
|
+14,806
|
+8%
|
|
|
13
|
Knowledge Leaders Capital
Denver,
Colorado
|
US$546만
|
+US$539만
|
+195,132
|
신규
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
US$397만
|
+US$32.7만
|
+11,836
|
+9%
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$341만
|
+US$34.3만
|
+12,432
|
+11%
|
|
|
16
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
US$307만
|
-US$35만
|
-12,680
|
-10%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
US$276만
|
+US$273만
|
+98,930
|
신규
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
US$259만
|
+US$65.9만
|
+23,892
|
+35%
|
|
|
19
|
Friedenthal Financial
Marlton,
New Jersey
|
US$217만
|
+US$135만
|
+48,832
|
+169%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$205만
|
+US$13.6만
|
+4,926
|
+7%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
US$164만
|
-US$8.74만
|
-3,166
|
-5%
|
|
|
22
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
US$158만
|
+US$156만
|
+56,580
|
신규
|
|
|
23
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$146만
|
-US$59.3만
|
-21,484
|
-29%
|
|
|
24
|
Vista Capital Partners
Portland,
Oregon
|
US$138만
|
-US$1.08만
|
-390
|
-0.8%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
US$133만
|
-US$30.5만
|
-11,056
|
-19%
|
|
