|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$4.55억
|
+US$6293만
|
+2,346,468
|
+16%
|
|
|
2
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
US$2733만
|
+US$175만
|
+65,340
|
+7%
|
|
|
3
|
Financial & Investment Management Group
Traverse City,
Michigan
|
US$2576만
|
-US$486만
|
-181,150
|
-16%
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
US$2287만
|
-US$2369만
|
-883,296
|
-51%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$1427만
|
+US$112만
|
+41,746
|
+8%
|
|
|
6
|
Krilogy Financial
St. Louis,
Missouri
|
US$1125만
|
+US$120만
|
+44,776
|
+12%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
US$1053만
|
+US$74.3만
|
+27,710
|
+8%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1025만
|
+US$120만
|
+44,618
|
+13%
|
|
|
9
|
Cobblestone Capital Advisors
Rochester,
New York
|
US$942만
|
+US$948만
|
+353,458
|
신규
|
|
|
10
|
SWS Partners
Columbus,
Ohio
|
US$729만
|
+US$734만
|
+273,582
|
신규
|
|
|
11
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
US$630만
|
-US$10.7만
|
-3,980
|
-2%
|
|
|
12
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
US$626만
|
-US$1135만
|
-423,298
|
-64%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$614만
|
+US$618만
|
+230,268
|
신규
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$579만
|
+US$91.5만
|
+34,132
|
+19%
|
|
|
15
|
Pring Turner Capital Group
Alamo,
California
|
US$566만
|
-US$8.05만
|
-3,000
|
-1%
|
|
|
16
|
|
US$565만
|
+US$569만
|
+212,026
|
신규
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
US$547만
|
+US$130만
|
+48,306
|
+31%
|
|
|
18
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
US$531만
|
+US$30만
|
+11,202
|
+6%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
US$445만
|
+US$42.2만
|
+15,730
|
+10%
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
US$431만
|
+US$26만
|
+9,708
|
+6%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$422만
|
-US$286만
|
-106,530
|
-40%
|
|
|
22
|
|
US$391만
|
+US$394만
|
+146,780
|
신규
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
US$390만
|
+US$6.55만
|
+2,444
|
+2%
|
|
|
24
|
SeaCrest Wealth Management
Purchase,
New York
|
US$370만
|
+US$372만
|
+138,752
|
신규
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$350만
|
–
|
–
|
–
|
|
