|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$1.51억
|
+US$1.48억
|
+5,000,072
|
신규
|
|
|
2
|
AssetMark Inc
Concord,
California
|
US$4286만
|
-US$141만
|
-47,644
|
-3%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
US$1780만
|
-US$425만
|
-143,352
|
-20%
|
|
|
4
|
Global Financial Private Capital
Sarasota,
Florida
|
US$1489만
|
+US$88.5만
|
+29,861
|
+6%
|
|
|
5
|
McNamara Financial Services
Marshfield,
Massachusetts
|
US$1072만
|
+US$1053만
|
+355,565
|
신규
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$822만
|
+US$808만
|
+272,774
|
신규
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
US$762만
|
+US$144만
|
+48,476
|
+24%
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
US$744만
|
+US$731만
|
+246,601
|
신규
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
US$690만
|
+US$35.5만
|
+12,000
|
+6%
|
|
|
10
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$682만
|
+US$670만
|
+226,292
|
신규
|
|
|
11
|
|
US$509만
|
+US$447만
|
+150,937
|
+843%
|
|
|
12
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$303만
|
+US$3.97천
|
+134
|
+0.1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
US$295만
|
+US$66.8만
|
+22,555
|
+30%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$279만
|
+US$274만
|
+92,558
|
신규
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
US$278만
|
+US$100만
|
+33,739
|
+58%
|
|
|
16
|
StrategIQ Financial Group
Merrillville,
Indiana
|
US$274만
|
+US$270만
|
+90,997
|
신규
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$257만
|
+US$2.08만
|
+703
|
+0.8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
US$246만
|
+US$11.2만
|
+3,777
|
+5%
|
|
|
19
|
Jackson Wealth Management
Lake Mary,
Florida
|
US$204만
|
+US$197만
|
+66,649
|
신규
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
US$190만
|
+US$33.3만
|
+11,247
|
+22%
|
|
|
21
|
Peterson Wealth Advisors
Orem,
Utah
|
US$190만
|
+US$186만
|
+62,887
|
신규
|
|
|
22
|
Copperwynd Financial
Scottsdale,
Arizona
|
US$186만
|
+US$182만
|
+61,545
|
신규
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$178만
|
+US$38.1만
|
+12,860
|
+28%
|
|
|
24
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$176만
|
+US$173만
|
+58,254
|
신규
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
US$167만
|
+US$164만
|
+55,493
|
신규
|
|
