|
1
|
Charles Schwab
San Francisco,
California
|
US$1.66억
|
+US$3379만
|
+1,295,134
|
+25%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$1.12억
|
-US$336만
|
-128,928
|
-3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$9048만
|
+US$1262만
|
+483,876
|
+16%
|
|
|
4
|
Financial Engines Advisors
Santa Clara,
California
|
US$6682만
|
+US$1171만
|
+449,036
|
+21%
|
|
|
5
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
US$5923만
|
+US$8.73만
|
+3,348
|
+0.1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
US$4281만
|
-US$600만
|
-229,906
|
-12%
|
|
|
7
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
US$3650만
|
+US$1190만
|
+456,068
|
+48%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
US$3074만
|
+US$2478만
|
+949,674
|
+410%
|
|
|
9
|
Krilogy Financial
St. Louis,
Missouri
|
US$3007만
|
+US$269만
|
+102,938
|
+10%
|
|
|
10
|
|
US$2976만
|
+US$2355만
|
+902,806
|
+375%
|
|
|
11
|
Total Investment Management
Scottsdale,
Arizona
|
US$2936만
|
-US$9.8만
|
-3,770
|
-0.3%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$2763만
|
+US$897만
|
+344,012
|
+48%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$2727만
|
+US$201만
|
+77,032
|
+8%
|
|
|
14
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
US$2314만
|
-US$1683만
|
-644,928
|
-42%
|
|
|
15
|
Dragon Financial & Investment Group
San Mateo,
California
|
US$2230만
|
+US$2236만
|
+857,066
|
신규
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$2227만
|
+US$10.8만
|
+4,154
|
+0.5%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$2083만
|
+US$421만
|
+161,438
|
+25%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
US$1952만
|
+US$1460만
|
+559,672
|
+294%
|
|
|
19
|
Ancora Advisors
Cleveland,
Ohio
|
US$1933만
|
-US$12.5만
|
-4,798
|
-0.6%
|
|
|
20
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$1685만
|
+US$67.1만
|
+25,702
|
+4%
|
|
|
21
|
AJ Wealth Strategies
New York
|
US$1627만
|
+US$484만
|
+185,436
|
+42%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
US$1574만
|
+US$38.4만
|
+14,722
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1563만
|
+US$103만
|
+39,302
|
+7%
|
|
|
24
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
US$1556만
|
+US$230만
|
+88,124
|
+17%
|
|
|
25
|
Cooper/Haims Advisors
Victor,
New York
|
US$1512만
|
+US$1516만
|
+581,158
|
신규
|
|
