|
1
|
Mercer Global Advisors
Denver,
Colorado
|
US$2.25억
|
+US$1054만
|
+206,374
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$2.1억
|
+US$1034만
|
+202,632
|
+5%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
US$1.71억
|
+US$377만
|
+73,930
|
+2%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$8658만
|
-US$600만
|
-117,469
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$4698만
|
+US$981만
|
+192,079
|
+24%
|
|
|
6
|
|
US$3070만
|
-US$574만
|
-112,509
|
-15%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$2411만
|
-US$215만
|
-42,113
|
-8%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$2152만
|
-US$149만
|
-29,133
|
-6%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
US$1764만
|
+US$47.7만
|
+9,348
|
+3%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
US$1104만
|
+US$24.4만
|
+4,780
|
+2%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
US$1020만
|
+US$114만
|
+22,409
|
+11%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$903만
|
-US$23.5만
|
-4,603
|
-2%
|
|
|
13
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$874만
|
+US$154만
|
+30,193
|
+19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
US$872만
|
+US$1.87만
|
+366
|
+0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$836만
|
+US$596만
|
+116,750
|
+190%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
US$689만
|
-US$1.83만
|
-359
|
-0.2%
|
|
|
17
|
Pasadena Private Wealth
Pasadena,
California
|
US$616만
|
+US$671만
|
+131,366
|
신규
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
US$608만
|
+US$36.7만
|
+7,187
|
+6%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
US$590만
|
-US$29.6만
|
-5,796
|
-4%
|
|
|
20
|
Cerity Partners OCIO
New York
|
US$585만
|
+US$55.4만
|
+10,857
|
+10%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
US$412만
|
+US$4.37만
|
+857
|
+1%
|
|
|
22
|
|
US$410만
|
-US$23.7만
|
-4,636
|
-5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
US$351만
|
-US$695만
|
-136,082
|
-65%
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
US$343만
|
+US$41.5만
|
+8,126
|
+13%
|
|
|
25
|
Rockefeller Capital Management
New York
|
US$312만
|
+US$340만
|
+66,559
|
신규
|
|
