|
1
|
|
US$1.41억
|
+US$658만
|
+65,983
|
+5%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.29억
|
+US$4172만
|
+418,198
|
+48%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$7166만
|
+US$839만
|
+84,137
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$5754만
|
-US$113만
|
-11,373
|
-2%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
US$4723만
|
+US$520만
|
+52,076
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
US$4169만
|
+US$592만
|
+59,333
|
+17%
|
|
|
7
|
|
US$3763만
|
+US$3726만
|
+373,471
|
+16,049%
|
|
|
8
|
L.J. Altfest & Co
New York
|
US$3691만
|
+US$2637만
|
+264,295
|
+253%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
US$2602만
|
+US$752만
|
+75,394
|
+41%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$2506만
|
-US$1891만
|
-189,548
|
-43%
|
|
|
11
|
Cerity Partners OCIO
New York
|
US$2415만
|
+US$177만
|
+17,728
|
+8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
US$2343만
|
+US$938만
|
+94,051
|
+67%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
US$1628만
|
+US$201만
|
+20,101
|
+14%
|
|
|
14
|
James Investment Research
Alpha,
Ohio
|
US$1276만
|
+US$485만
|
+48,630
|
+62%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$1157만
|
+US$1153만
|
+115,524
|
신규
|
|
|
16
|
Barber Financial Group
Lenexa,
Kansas
|
US$996만
|
+US$993만
|
+99,488
|
신규
|
|
|
17
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$985만
|
+US$39만
|
+3,904
|
+4%
|
|
|
18
|
|
US$979만
|
-US$3.15만
|
-316
|
-0.3%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
US$930만
|
+US$33.9만
|
+3,398
|
+4%
|
|
|
20
|
BBVA USA Bancshares
Houston,
Texas
|
US$850만
|
+US$847만
|
+84,866
|
신규
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
US$844만
|
+US$363만
|
+36,361
|
+76%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
US$834만
|
-US$13.3만
|
-1,329
|
-2%
|
|
|
23
|
Quattro Financial Advisors
The Woodlands,
Texas
|
US$811만
|
+US$810만
|
+81,152
|
신규
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
US$742만
|
+US$7.29만
|
+731
|
+1%
|
|
|
25
|
CPWM LLC
Seattle,
Washington
|
US$708만
|
-US$63.5만
|
-6,364
|
-8%
|
|
