|
1
|
Charles Schwab
San Francisco,
California
|
US$3318만
|
+US$233만
|
+89,382
|
+8%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
US$1443만
|
+US$796만
|
+304,848
|
+122%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1276만
|
+US$3.34만
|
+1,278
|
+0.3%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$734만
|
+US$76.9만
|
+29,450
|
+12%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$625만
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$601만
|
+US$39.9만
|
+15,268
|
+7%
|
|
|
7
|
MYeCFO
La Jolla,
California
|
US$450만
|
-US$27.6만
|
-10,560
|
-6%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
US$446만
|
+US$447만
|
+171,274
|
신규
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$355만
|
+US$16.5만
|
+6,322
|
+5%
|
|
|
10
|
O'Rourke & Company
Boston,
Massachusetts
|
US$232만
|
+US$8.46만
|
+3,238
|
+4%
|
|
|
11
|
VanderPol Investments
Caledonia,
Michigan
|
US$219만
|
+US$220만
|
+84,294
|
신규
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$189만
|
+US$91.3만
|
+34,956
|
+92%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$171만
|
+US$10천
|
+382
|
+0.6%
|
|
|
14
|
Bank of New York Mellon
New York
|
US$148만
|
+US$148만
|
+56,800
|
신규
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$143만
|
+US$144만
|
+54,946
|
신규
|
|
|
16
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$130만
|
+US$1.6만
|
+614
|
+1%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
US$122만
|
+US$83.4만
|
+31,938
|
+215%
|
|
|
18
|
|
US$119만
|
-US$2.47만
|
-946
|
-2%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$110만
|
+US$88.1만
|
+33,740
|
+391%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$104만
|
-US$86만
|
-32,942
|
-45%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$87.9만
|
+US$5.25만
|
+2,010
|
+6%
|
|
|
22
|
Berger Financial Group
Plymouth,
Minnesota
|
US$64.9만
|
+US$65.2만
|
+24,948
|
신규
|
|
|
23
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$55.5만
|
+US$3.13천
|
+120
|
+0.6%
|
|
|
24
|
Columbus Macro
New Castle,
Pennsylvania
|
US$53만
|
-US$4.54천
|
-174
|
-0.8%
|
|
|
25
|
Altiora Financial Group
Lebanon,
Ohio
|
US$52만
|
–
|
–
|
–
|
|
