|
1
|
Charles Schwab
San Francisco,
California
|
US$8.92억
|
-US$3841만
|
-1,587,030
|
-4%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$3.01억
|
+US$2084만
|
+861,112
|
+7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
US$1.95억
|
-US$1980만
|
-818,164
|
-9%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$1.75억
|
-US$759만
|
-313,418
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.22억
|
-US$1448만
|
-598,148
|
-10%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
US$1.16억
|
-US$4783만
|
-1,975,938
|
-29%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
US$1.11억
|
+US$1377만
|
+568,720
|
+14%
|
|
|
8
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$8488만
|
-US$697만
|
-287,774
|
-8%
|
|
|
9
|
Rockbridge Investment Management
Syracuse,
New York
|
US$7496만
|
+US$270만
|
+111,662
|
+4%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$7405만
|
+US$174만
|
+71,802
|
+2%
|
|
|
11
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$6806만
|
-US$142만
|
-58,826
|
-2%
|
|
|
12
|
|
US$6607만
|
+US$5025만
|
+2,076,058
|
+303%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
US$5770만
|
+US$4459만
|
+1,842,392
|
+324%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
US$4782만
|
-US$1804만
|
-745,142
|
-27%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
US$4766만
|
-US$190만
|
-78,494
|
-4%
|
|
|
16
|
Krilogy Financial
St. Louis,
Missouri
|
US$4294만
|
-US$147만
|
-60,658
|
-3%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
US$3996만
|
-US$250만
|
-103,392
|
-6%
|
|
|
18
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
US$3924만
|
-US$4.4천
|
-182
|
-0%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$3885만
|
-US$280만
|
-115,772
|
-7%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
US$3474만
|
-US$1899만
|
-784,482
|
-35%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
US$3119만
|
+US$1081만
|
+446,696
|
+52%
|
|
|
22
|
Apriem Advisors
Irvine,
California
|
US$3016만
|
-US$64.2만
|
-26,526
|
-2%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$2978만
|
-US$173만
|
-71,356
|
-5%
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
US$2666만
|
-US$382만
|
-157,750
|
-12%
|
|
|
25
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
US$2666만
|
-US$382만
|
-157,750
|
-12%
|
|
