|
1
|
Charles Schwab
San Francisco,
California
|
US$3119만
|
-US$249만
|
-98,512
|
-8%
|
|
|
2
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1297만
|
+US$677만
|
+267,926
|
+119%
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$664만
|
+US$60.3만
|
+23,862
|
+10%
|
|
|
4
|
Charles Schwab Trust
Henderson,
Nevada
|
US$656만
|
+US$186만
|
+73,838
|
+42%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$632만
|
+US$607만
|
+240,182
|
신규
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$567만
|
+US$428만
|
+169,616
|
+368%
|
|
|
7
|
MYeCFO
La Jolla,
California
|
US$482만
|
+US$33.9만
|
+13,440
|
+8%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$342만
|
+US$228만
|
+90,216
|
+226%
|
|
|
9
|
O'Rourke & Company
Boston,
Massachusetts
|
US$226만
|
+US$49만
|
+19,394
|
+29%
|
|
|
10
|
Carl Stuart Investment Advisor
Austin,
Texas
|
US$208만
|
+US$200만
|
+79,254
|
신규
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$192만
|
+US$184만
|
+72,930
|
신규
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
US$179만
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$171만
|
+US$19.4만
|
+7,666
|
+13%
|
|
|
14
|
Lindenwold Advisors
Reading,
Pennsylvania
|
US$149만
|
+US$143만
|
+56,500
|
신규
|
|
|
15
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$130만
|
+US$7.22천
|
+286
|
+0.6%
|
|
|
16
|
|
US$123만
|
-US$125만
|
-49,386
|
-51%
|
|
|
17
|
Boothbay Fund Management
New York
|
US$102만
|
+US$98.3만
|
+38,928
|
신규
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$102만
|
-US$3.06만
|
-1,210
|
-3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$100만
|
+US$18.8만
|
+7,430
|
+24%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$83.5만
|
–
|
–
|
–
|
|
|
21
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$55.8만
|
+US$8.13만
|
+3,220
|
+18%
|
|
|
22
|
Columbus Macro
New Castle,
Pennsylvania
|
US$54만
|
+US$27.9만
|
+11,044
|
+116%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
US$52.6만
|
+US$50.5만
|
+20,000
|
신규
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
US$47.3만
|
+US$45.9만
|
+18,184
|
신규
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
US$43만
|
+US$18.2만
|
+7,200
|
+79%
|
|
