|
1
|
Charles Schwab
San Francisco,
California
|
US$2991만
|
-US$296만
|
-114,312
|
-9%
|
|
|
2
|
Charles Schwab Trust
Henderson,
Nevada
|
US$2094만
|
+US$689만
|
+265,858
|
+48%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
US$2044만
|
+US$2062만
|
+796,024
|
신규
|
|
|
4
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$1386만
|
+US$152만
|
+58,543
|
+12%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1267만
|
+US$5.67만
|
+2,190
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
US$1130만
|
+US$369만
|
+142,396
|
+48%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
US$786만
|
+US$215만
|
+83,033
|
+37%
|
|
|
8
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$586만
|
-US$30.6만
|
-11,800
|
-5%
|
|
|
9
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$362만
|
+US$4.97만
|
+1,920
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$323만
|
+US$99.5만
|
+38,400
|
+44%
|
|
|
11
|
MYeCFO
La Jolla,
California
|
US$323만
|
+US$1.89만
|
+730
|
+0.6%
|
|
|
12
|
|
US$245만
|
+US$50.4만
|
+19,440
|
+26%
|
|
|
13
|
O'Rourke & Company
Boston,
Massachusetts
|
US$227만
|
+US$12.8만
|
+4,960
|
+6%
|
|
|
14
|
VanderPol Investments
Caledonia,
Michigan
|
US$206만
|
-US$6.69만
|
-2,582
|
-3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
US$205만
|
+US$207만
|
+79,761
|
신규
|
|
|
16
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
US$167만
|
+US$169만
|
+65,185
|
신규
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$163만
|
+US$1.49만
|
+577
|
+0.9%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
US$149만
|
+US$78만
|
+30,114
|
+108%
|
|
|
19
|
Columbus Macro
New Castle,
Pennsylvania
|
US$146만
|
+US$67만
|
+25,848
|
+83%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$144만
|
-US$1.31만
|
-507
|
-0.9%
|
|
|
21
|
Carl Stuart Investment Advisor
Austin,
Texas
|
US$142만
|
+US$144만
|
+55,424
|
신규
|
|
|
22
|
Meridian Wealth Management
Lexington,
Kentucky
|
US$142만
|
+US$102만
|
+39,311
|
+247%
|
|
|
23
|
TrinityPoint Wealth
Milford,
Connecticut
|
US$120만
|
-US$855
|
-33
|
-0.1%
|
|
|
24
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
US$119만
|
+US$54.8만
|
+21,171
|
+85%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
US$110만
|
+US$6.64만
|
+2,563
|
+6%
|
|
