|
1
|
Allworth Financial
Folsom,
California
|
US$3.95억
|
-US$8276만
|
-2,477,842
|
-16%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
US$9313만
|
+US$1.01억
|
+3,012,923
|
신규
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$8601만
|
+US$9294만
|
+2,782,517
|
신규
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$6833만
|
+US$562만
|
+168,180
|
+8%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$5301만
|
-US$44.5만
|
-13,329
|
-0.8%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$4910만
|
+US$92만
|
+27,544
|
+2%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$4821만
|
+US$2554만
|
+764,552
|
+96%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$3497만
|
–
|
–
|
–
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
US$3183만
|
+US$207만
|
+61,916
|
+6%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
US$3136만
|
+US$3101만
|
+928,525
|
+1,078%
|
|
|
11
|
Barber Financial Group
Lenexa,
Kansas
|
US$3102만
|
-US$22.5만
|
-6,736
|
-0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
US$3051만
|
+US$2449만
|
+733,115
|
+289%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$2907만
|
+US$2591만
|
+775,872
|
+471%
|
|
|
14
|
CFO4Life Group
Coppell,
Texas
|
US$2001만
|
+US$2163만
|
+647,504
|
신규
|
|
|
15
|
LPL Financial
San Diego,
California
|
US$1716만
|
+US$106만
|
+31,613
|
+6%
|
|
|
16
|
IRON Financial
Northbrook,
Illinois
|
US$1658만
|
+US$119만
|
+35,655
|
+7%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
US$1642만
|
+US$1117만
|
+334,552
|
+170%
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
US$1509만
|
+US$328만
|
+98,143
|
+25%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$1350만
|
+US$5.04만
|
+1,510
|
+0.3%
|
|
|
20
|
|
US$1314만
|
–
|
–
|
–
|
|
|
21
|
Waller Financial Planning Group
Columbus,
Ohio
|
US$1219만
|
+US$1317만
|
+394,257
|
신규
|
|
|
22
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
US$1191만
|
-US$6.49만
|
-1,944
|
-0.5%
|
|
|
23
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
US$1191만
|
+US$1287만
|
+385,347
|
신규
|
|
|
24
|
SigFig Wealth Management
San Francisco,
California
|
US$1178만
|
+US$64.2만
|
+19,217
|
+5%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
US$977만
|
+US$48.2만
|
+14,445
|
+5%
|
|
