|
1
|
Allworth Financial
Folsom,
California
|
US$5.38억
|
+US$4045만
|
+1,128,749
|
+8%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
US$1.12억
|
+US$62.1만
|
+17,341
|
+0.6%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
US$1.03억
|
-US$9.03만
|
-2,519
|
-0.1%
|
|
|
4
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$8114만
|
+US$171만
|
+47,700
|
+2%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$7289만
|
+US$525만
|
+146,577
|
+8%
|
|
|
6
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$6321만
|
+US$259만
|
+72,194
|
+4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$6147만
|
-US$142만
|
-39,725
|
-2%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$4475만
|
–
|
–
|
–
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
US$4253만
|
+US$266만
|
+74,224
|
+7%
|
|
|
10
|
Barber Financial Group
Lenexa,
Kansas
|
US$4047만
|
+US$108만
|
+30,255
|
+3%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
US$3256만
|
-US$141만
|
-39,259
|
-4%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
US$2682만
|
-US$116만
|
-32,371
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
US$2319만
|
+US$199만
|
+55,516
|
+10%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
US$1992만
|
+US$101만
|
+28,317
|
+5%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
US$1814만
|
+US$177만
|
+49,264
|
+11%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
US$1690만
|
+US$31.7만
|
+8,843
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$1660만
|
-US$44.3만
|
-12,363
|
-3%
|
|
|
18
|
SigFig Wealth Management
San Francisco,
California
|
US$1594만
|
+US$59.7만
|
+16,666
|
+4%
|
|
|
19
|
|
US$1550만
|
–
|
–
|
–
|
|
|
20
|
Waller Financial Planning Group
Columbus,
Ohio
|
US$1535만
|
+US$81.6만
|
+22,784
|
+6%
|
|
|
21
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$1480만
|
+US$41.2만
|
+11,502
|
+3%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$1474만
|
+US$39.2만
|
+10,940
|
+3%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
US$1465만
|
+US$263만
|
+73,271
|
+22%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
US$1407만
|
+US$390만
|
+108,941
|
+39%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
US$1310만
|
+US$212만
|
+59,059
|
+20%
|
|
