|
1
|
State Street
Boston,
Massachusetts
|
US$3.16억
|
+US$165만
|
+57,182
|
+0.5%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
US$6741만
|
-US$11.6만
|
-4,042
|
-0.2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$4387만
|
+US$4394만
|
+1,526,460
|
신규
|
|
|
4
|
Baker Avenue Asset Management
San Francisco,
California
|
US$2340만
|
-US$103만
|
-35,644
|
-4%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
US$1757만
|
+US$193만
|
+67,140
|
+12%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$1727만
|
+US$1730만
|
+600,998
|
신규
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
US$1695만
|
+US$68.2만
|
+23,701
|
+4%
|
|
|
8
|
Focused Wealth Management
Newburgh,
New York
|
US$1569만
|
+US$1571만
|
+545,774
|
신규
|
|
|
9
|
Bluefin Capital Management
New York
|
US$1485만
|
+US$1487만
|
+516,767
|
신규
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
US$1430만
|
-US$8.67만
|
-3,013
|
-0.6%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
US$1204만
|
+US$1222만
|
+424,716
|
신규
|
|
|
12
|
StrategIQ Financial Group
Merrillville,
Indiana
|
US$1166만
|
+US$1168만
|
+405,774
|
신규
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
US$1099만
|
+US$1101만
|
+382,544
|
신규
|
|
|
14
|
Jackson Wealth Management
Lake Mary,
Florida
|
US$1065만
|
+US$1072만
|
+372,564
|
신규
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
US$1028만
|
+US$22.5만
|
+7,819
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$1007만
|
+US$41.9만
|
+14,556
|
+4%
|
|
|
17
|
Horan Capital Management
Hunt Valley,
Maryland
|
US$992만
|
+US$993만
|
+345,126
|
신규
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
US$977만
|
+US$252만
|
+87,539
|
+35%
|
|
|
19
|
Girard Partners
King Of Prussia,
Pennsylvania
|
US$906만
|
+US$907만
|
+315,162
|
신규
|
|
|
20
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
US$872만
|
+US$873만
|
+303,404
|
신규
|
|
|
21
|
McNamara Financial Services
Marshfield,
Massachusetts
|
US$741만
|
+US$742만
|
+257,858
|
신규
|
|
|
22
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
US$660만
|
+US$678만
|
+235,452
|
신규
|
|
|
23
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$621만
|
+US$622만
|
+216,080
|
신규
|
|
|
24
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
US$617만
|
+US$619만
|
+214,959
|
신규
|
|
|
25
|
Sand Hill Global Advisors
Palo Alto,
California
|
US$551만
|
–
|
–
|
–
|
|
