|
1
|
Charles Schwab
San Francisco,
California
|
US$3183만
|
-US$105만
|
-40,982
|
-3%
|
|
|
2
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$557만
|
+US$583만
|
+228,582
|
신규
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$554만
|
-US$16.1만
|
-6,318
|
-3%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
US$436만
|
+US$448만
|
+175,720
|
신규
|
|
|
5
|
MYeCFO
La Jolla,
California
|
US$422만
|
+US$86.2만
|
+33,760
|
+25%
|
|
|
6
|
|
US$238만
|
+US$80.1만
|
+31,394
|
+48%
|
|
|
7
|
O'Rourke & Company
Boston,
Massachusetts
|
US$165만
|
-US$1.94만
|
-760
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$142만
|
-US$408
|
-16
|
-0%
|
|
|
9
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$121만
|
-US$1.59만
|
-624
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
US$114만
|
+US$66.6만
|
+26,114
|
+131%
|
|
|
11
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$99.1만
|
+US$80.2만
|
+31,438
|
+368%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$99만
|
-US$18.8만
|
-7,360
|
-16%
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$78.7만
|
+US$28.1만
|
+11,018
|
+53%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$75.4만
|
+US$3.22천
|
+126
|
+0.4%
|
|
|
15
|
Column Capital Advisors
Indianapolis,
Indiana
|
US$68.8만
|
–
|
–
|
–
|
|
|
16
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$44.6만
|
+US$45.9만
|
+18,000
|
신규
|
|
|
17
|
Gleason Group
Prospect,
Kentucky
|
US$37만
|
+US$38.1만
|
+14,916
|
신규
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
US$36.3만
|
+US$1.73만
|
+676
|
+5%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
US$27만
|
-US$2.07만
|
-812
|
-7%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
US$23.6만
|
-US$153
|
-6
|
-0.1%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
US$22.7만
|
+US$23.4만
|
+9,150
|
신규
|
|
|
22
|
|
US$17.2만
|
+US$17.7만
|
+6,952
|
신규
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
US$16.6만
|
+US$17.1만
|
+6,698
|
신규
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
US$13만
|
+US$5.1만
|
+2,000
|
+61%
|
|
|
25
|
Element Wealth
Ridgeland,
Mississippi
|
US$11.1만
|
–
|
–
|
–
|
|
