|
1
|
State Street
Boston,
Massachusetts
|
US$9.9억
|
+US$5564만
|
+2,928,920
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
US$4514만
|
+US$88.3만
|
+46,496
|
+2%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$2355만
|
+US$136만
|
+71,411
|
+6%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
US$1655만
|
+US$55.9만
|
+29,452
|
+4%
|
|
|
5
|
|
US$1427만
|
+US$25.9만
|
+13,658
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1328만
|
+US$47.1만
|
+24,799
|
+4%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$1220만
|
+US$82.7만
|
+43,525
|
+7%
|
|
|
8
|
Security National Bank
Omaha,
Nebraska
|
US$1150만
|
-US$54.8만
|
-28,827
|
-5%
|
|
|
9
|
AllGen Financial Advisors
Orlando,
Florida
|
US$961만
|
+US$954만
|
+502,279
|
신규
|
|
|
10
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
US$865만
|
+US$30.5만
|
+16,032
|
+4%
|
|
|
11
|
Elevation Capital Advisory
Bend,
Oregon
|
US$724만
|
+US$129만
|
+67,875
|
+22%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
US$633만
|
-US$4.99만
|
-2,629
|
-0.8%
|
|
|
13
|
Alesco Advisors
Pittsford,
New York
|
US$611만
|
-US$6.48만
|
-3,412
|
-1%
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
US$589만
|
+US$41.3만
|
+21,723
|
+8%
|
|
|
15
|
Aspire Private Capital
Cornelius,
North Carolina
|
US$566만
|
+US$14.6만
|
+7,708
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$453만
|
-US$1415만
|
-744,790
|
-76%
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$442만
|
+US$10.8만
|
+5,666
|
+3%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
US$403만
|
+US$400만
|
+210,632
|
신규
|
|
|
19
|
Sovran Advisors
San Diego,
California
|
US$381만
|
-US$15.5만
|
-8,153
|
-4%
|
|
|
20
|
Austin Private Wealth
Austin,
Texas
|
US$362만
|
+US$148만
|
+77,859
|
+70%
|
|
|
21
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
US$335만
|
+US$161만
|
+84,640
|
+94%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
US$304만
|
-US$1036만
|
-545,209
|
-77%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$301만
|
+US$11.2만
|
+5,906
|
+4%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
US$272만
|
+US$124만
|
+65,169
|
+85%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
US$259만
|
-US$313만
|
-164,875
|
-55%
|
|
