|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$2.91억
|
+US$1.65억
|
+5,534,058
|
+133%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
US$8283만
|
+US$688만
|
+230,880
|
+9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$6977만
|
–
|
–
|
–
|
|
|
4
|
|
US$2721만
|
+US$462만
|
+154,947
|
+21%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
US$2602만
|
+US$206만
|
+69,061
|
+9%
|
|
|
6
|
Brouwer & Janachowski
Mill Valley,
California
|
US$2317만
|
+US$24.5만
|
+8,222
|
+1%
|
|
|
7
|
Telemus Capital
Southfield,
Michigan
|
US$2209만
|
+US$2191만
|
+735,342
|
신규
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$1748만
|
+US$310만
|
+103,933
|
+22%
|
|
|
9
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
US$1535만
|
+US$55.8만
|
+18,715
|
+4%
|
|
|
10
|
Focused Wealth Management
Newburgh,
New York
|
US$1284만
|
+US$143만
|
+47,852
|
+13%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
US$1256만
|
+US$48.7만
|
+16,358
|
+4%
|
|
|
12
|
Relative Value Partners Group
|
US$1223만
|
+US$75.2만
|
+25,244
|
+7%
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
US$1107만
|
+US$1099만
|
+368,957
|
신규
|
|
|
14
|
Signet Financial Management
Parsippany,
New Jersey
|
US$1099만
|
-US$22.8만
|
-7,656
|
-2%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
US$1025만
|
+US$15.2만
|
+5,098
|
+2%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$1006만
|
+US$173만
|
+58,168
|
+21%
|
|
|
17
|
TPG Financial Advisors
Portland,
Oregon
|
US$994만
|
+US$30.8만
|
+10,328
|
+3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$960만
|
+US$14.3만
|
+4,806
|
+2%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
US$951만
|
+US$127만
|
+42,552
|
+15%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
US$926만
|
-US$26.2만
|
-8,784
|
-3%
|
|
|
21
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$772만
|
+US$86.9만
|
+29,153
|
+13%
|
|
|
22
|
S.R. Schill & Associates
Mercer Island,
Washington
|
US$714만
|
+US$274만
|
+91,794
|
+63%
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
US$698만
|
-US$2389만
|
-801,732
|
-78%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
US$647만
|
+US$643만
|
+215,807
|
신규
|
|
|
25
|
Pinnacle Advisory Group
Columbia,
Maryland
|
US$591만
|
-US$5.69천
|
-191
|
-0.1%
|
|
