|
1
|
State Street
Boston,
Massachusetts
|
US$3.25억
|
-US$32만
|
-11,515
|
-0.1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
US$3.2억
|
+US$1342만
|
+482,426
|
+4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
US$9476만
|
+US$139만
|
+49,981
|
+1%
|
|
|
4
|
Cerity Partners OCIO
New York
|
US$9338만
|
+US$515만
|
+185,140
|
+6%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
US$7276만
|
-US$98.1만
|
-35,259
|
-1%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
US$7147만
|
+US$197만
|
+70,799
|
+3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$5975만
|
-US$1324만
|
-475,658
|
-18%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$3968만
|
-US$92.7만
|
-33,320
|
-2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
US$3739만
|
+US$1062만
|
+381,802
|
+39%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
US$3071만
|
+US$69.2만
|
+24,883
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
US$2895만
|
+US$308만
|
+110,831
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
US$2836만
|
+US$651만
|
+233,950
|
+30%
|
|
|
13
|
Baker Avenue Asset Management
San Francisco,
California
|
US$2788만
|
+US$171만
|
+61,361
|
+6%
|
|
|
14
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$2311만
|
+US$2328만
|
+836,653
|
신규
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
US$2303만
|
+US$271만
|
+97,360
|
+13%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
US$1752만
|
-US$432만
|
-155,288
|
-20%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
US$1344만
|
+US$95.6만
|
+34,360
|
+8%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
US$1286만
|
+US$97.5만
|
+35,030
|
+8%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
US$1269만
|
+US$52.2만
|
+18,747
|
+4%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
US$1266만
|
-US$70.5만
|
-25,321
|
-5%
|
|
|
21
|
Horan Capital Management
Hunt Valley,
Maryland
|
US$1244만
|
+US$16.7만
|
+6,009
|
+1%
|
|
|
22
|
Focused Wealth Management
Newburgh,
New York
|
US$1241만
|
-US$804만
|
-289,022
|
-39%
|
|
|
23
|
Girard Partners
King Of Prussia,
Pennsylvania
|
US$1228만
|
+US$159만
|
+57,145
|
+15%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
US$1214만
|
-US$136만
|
-48,749
|
-10%
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
US$1070만
|
+US$261만
|
+93,660
|
+32%
|
|
