|
1
|
Charles Schwab
San Francisco,
California
|
US$3360만
|
-US$7.42만
|
-2,850
|
-0.2%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
US$1443만
|
+US$24.6만
|
+9,442
|
+2%
|
|
|
3
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1288만
|
-US$9.32만
|
-3,580
|
-0.7%
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$1241만
|
+US$470만
|
+180,437
|
+60%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
US$782만
|
+US$97만
|
+37,294
|
+14%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$631만
|
–
|
–
|
–
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
US$586만
|
-US$9.7만
|
-3,744
|
-2%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$365만
|
+US$3.41만
|
+1,310
|
+1%
|
|
|
9
|
MYeCFO
La Jolla,
California
|
US$328만
|
+US$19.6만
|
+7,518
|
+6%
|
|
|
10
|
|
US$305만
|
+US$93.7만
|
+36,028
|
+45%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$230만
|
+US$25.6만
|
+9,820
|
+13%
|
|
|
12
|
O'Rourke & Company
Boston,
Massachusetts
|
US$219만
|
-US$8.64만
|
-3,322
|
-4%
|
|
|
13
|
VanderPol Investments
Caledonia,
Michigan
|
US$217만
|
-US$1.11만
|
-428
|
-0.5%
|
|
|
14
|
|
US$199만
|
-US$154만
|
-59,152
|
-44%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$166만
|
+US$8.69만
|
+3,340
|
+6%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$149만
|
-US$3.2만
|
-1,228
|
-2%
|
|
|
17
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$123만
|
-US$1.35천
|
-52
|
-0.1%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$110만
|
+US$3.64만
|
+1,400
|
+3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
US$106만
|
+US$84.7만
|
+32,536
|
+416%
|
|
|
20
|
Columbus Macro
New Castle,
Pennsylvania
|
US$102만
|
+US$28.6만
|
+10,998
|
+55%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
US$100만
|
+US$99.2만
|
+38,134
|
신규
|
|
|
22
|
Donaldson Capital Management
Evansville,
Indiana
|
US$92.7만
|
+US$34.8만
|
+13,370
|
+61%
|
|
|
23
|
Savvy Advisors Inc
New York
|
US$90만
|
–
|
–
|
–
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$81만
|
+US$4.29만
|
+1,650
|
+6%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
US$77.7만
|
+US$15만
|
+5,750
|
+24%
|
|
