|
1
|
Charles Schwab
San Francisco,
California
|
US$16.9억
|
+US$1780만
|
+688,774
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
US$5.6억
|
+US$5.51억
|
+21,323,660
|
+3,354%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
US$7545만
|
+US$2261만
|
+874,762
|
+42%
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$3815만
|
-US$23.5만
|
-9,075
|
-0.6%
|
|
|
5
|
Charles Schwab Trust
Henderson,
Nevada
|
US$2419만
|
+US$86.4만
|
+33,436
|
+4%
|
|
|
6
|
|
US$2213만
|
+US$2245만
|
+868,526
|
신규
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
US$2154만
|
-US$126만
|
-48,909
|
-5%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
US$1988만
|
+US$344만
|
+133,098
|
+21%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
US$1908만
|
+US$1825만
|
+706,273
|
+1,659%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1851만
|
+US$1503만
|
+581,349
|
+401%
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
US$1793만
|
-US$150만
|
-58,206
|
-8%
|
|
|
12
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
US$1265만
|
+US$4.56만
|
+1,766
|
+0.4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
US$1011만
|
+US$1026만
|
+396,938
|
신규
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$838만
|
-US$418만
|
-161,603
|
-33%
|
|
|
15
|
Quantinno Capital Management
New York
|
US$766만
|
+US$530만
|
+205,015
|
+214%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
US$717만
|
+US$189만
|
+73,097
|
+35%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
US$694만
|
-US$56.4만
|
-21,825
|
-7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$613만
|
-US$1.94만
|
-750
|
-0.3%
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
US$598만
|
+US$198만
|
+76,705
|
+49%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
US$540만
|
+US$41.5만
|
+16,053
|
+8%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
US$491만
|
+US$96.9만
|
+37,509
|
+24%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$490만
|
-US$31만
|
-12,000
|
-6%
|
|
|
23
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
US$455만
|
+US$462만
|
+178,654
|
신규
|
|
|
24
|
MYeCFO
La Jolla,
California
|
US$449만
|
+US$9.7만
|
+3,740
|
+2%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
US$367만
|
+US$320만
|
+123,744
|
+607%
|
|
