|
1
|
|
US$1.35억
|
-US$541만
|
-54,282
|
-4%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.26억
|
-US$205만
|
-20,560
|
-2%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
US$7881만
|
+US$747만
|
+74,985
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
US$6279만
|
+US$550만
|
+55,193
|
+10%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
US$4764만
|
+US$4758만
|
+477,843
|
신규
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
US$4723만
|
+US$21.3만
|
+2,140
|
+0.5%
|
|
|
7
|
L.J. Altfest & Co
New York
|
US$3909만
|
+US$234만
|
+23,495
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
US$3826만
|
-US$324만
|
-32,586
|
-8%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
US$3207만
|
+US$616만
|
+61,902
|
+24%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$2675만
|
+US$180만
|
+18,095
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
US$2624만
|
+US$292만
|
+29,307
|
+13%
|
|
|
12
|
Cerity Partners OCIO
New York
|
US$2434만
|
+US$29.4만
|
+2,949
|
+1%
|
|
|
13
|
Trilogy Capital
Irvine,
California
|
US$1706만
|
+US$84.8만
|
+8,520
|
+5%
|
|
|
14
|
|
US$1267만
|
+US$291만
|
+29,258
|
+30%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
US$1243만
|
-US$26.7만
|
-2,685
|
-2%
|
|
|
16
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$1215만
|
+US$63.4만
|
+6,365
|
+6%
|
|
|
17
|
Bank of New York Mellon
New York
|
US$1046만
|
+US$1045만
|
+104,972
|
신규
|
|
|
18
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$1026만
|
+US$45.3만
|
+4,549
|
+5%
|
|
|
19
|
Barber Financial Group
Lenexa,
Kansas
|
US$1022만
|
+US$30.3만
|
+3,044
|
+3%
|
|
|
20
|
|
US$1017만
|
-US$2727만
|
-273,807
|
-73%
|
|
|
21
|
BBVA USA Bancshares
Houston,
Texas
|
US$1012만
|
+US$166만
|
+16,652
|
+20%
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
US$1006만
|
+US$81만
|
+8,131
|
+9%
|
|
|
23
|
Knowledge Leaders Capital
Denver,
Colorado
|
US$923만
|
+US$922만
|
+92,584
|
신규
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
US$906만
|
+US$65.3만
|
+6,560
|
+8%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
US$881만
|
+US$49.9만
|
+5,008
|
+6%
|
|
