|
1
|
Charles Schwab
San Francisco,
California
|
US$3.79억
|
+US$2875만
|
+1,105,512
|
+8%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
US$1.82억
|
+US$138만
|
+52,888
|
+0.8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$1.56억
|
+US$800만
|
+307,662
|
+5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1.26억
|
+US$2479만
|
+953,244
|
+25%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.15억
|
+US$893만
|
+343,526
|
+9%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
US$9755만
|
+US$9538만
|
+3,667,136
|
+26,153%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
US$7972만
|
+US$398만
|
+152,876
|
+5%
|
|
|
8
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
US$7082만
|
+US$401만
|
+154,030
|
+6%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$7070만
|
+US$4867만
|
+1,871,332
|
+235%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
US$4102만
|
+US$243만
|
+93,298
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$3997만
|
+US$172만
|
+66,284
|
+5%
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
US$3980만
|
+US$31.7만
|
+12,202
|
+0.8%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$3707만
|
+US$3479만
|
+1,337,822
|
+2,189%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
US$3213만
|
+US$444만
|
+170,588
|
+16%
|
|
|
15
|
TimeScale Financial
Danvers,
Massachusetts
|
US$3203만
|
+US$763만
|
+293,174
|
+32%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$2735만
|
-US$515만
|
-197,874
|
-16%
|
|
|
17
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$2618만
|
+US$75.1만
|
+28,894
|
+3%
|
|
|
18
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$2570만
|
+US$214만
|
+82,198
|
+9%
|
|
|
19
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
US$2515만
|
-US$55.6만
|
-21,366
|
-2%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
US$2501만
|
+US$286만
|
+109,784
|
+13%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$2410만
|
+US$558만
|
+214,504
|
+31%
|
|
|
22
|
Ancora Advisors
Cleveland,
Ohio
|
US$2372만
|
+US$217만
|
+83,286
|
+10%
|
|
|
23
|
Cooper/Haims Advisors
Victor,
New York
|
US$2336만
|
+US$104만
|
+39,868
|
+5%
|
|
|
24
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
US$2159만
|
+US$185만
|
+71,322
|
+10%
|
|
|
25
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
US$2159만
|
+US$186만
|
+71,324
|
+10%
|
|
