|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
US$4.09억
|
+US$1105만
|
+261,863
|
+3%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
US$2.64억
|
+US$5248만
|
+1,243,333
|
+24%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$9017만
|
+US$9120만
|
+2,160,582
|
+885,484%
|
|
|
4
|
WPWealth
Fort Worth,
Texas
|
US$6789만
|
-US$23.3만
|
-5,513
|
-0.3%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
US$6113만
|
-US$86만
|
-20,382
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$5624만
|
+US$2662만
|
+630,527
|
+88%
|
|
|
7
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
US$4925만
|
+US$172만
|
+40,817
|
+4%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
US$4608만
|
+US$266만
|
+62,975
|
+6%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$4374만
|
+US$62.6만
|
+14,837
|
+1%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
US$4190만
|
-US$242만
|
-57,432
|
-5%
|
|
|
11
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$3886만
|
+US$146만
|
+34,505
|
+4%
|
|
|
12
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
US$3851만
|
+US$773만
|
+183,195
|
+25%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$3712만
|
+US$1222만
|
+289,591
|
+48%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3422만
|
+US$810만
|
+191,895
|
+31%
|
|
|
15
|
|
US$3382만
|
+US$2927만
|
+693,529
|
+594%
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
US$3043만
|
+US$578만
|
+136,925
|
+23%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
US$2885만
|
+US$562만
|
+133,106
|
+24%
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$2774만
|
+US$115만
|
+27,323
|
+4%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$2606만
|
+US$115만
|
+27,246
|
+5%
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$2295만
|
+US$350만
|
+82,857
|
+18%
|
|
|
21
|
Rise Advisors
Rochester,
New York
|
US$2235만
|
+US$248만
|
+58,741
|
+12%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
US$2179만
|
+US$66.3만
|
+15,697
|
+3%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
US$2101만
|
-US$143만
|
-33,959
|
-6%
|
|
|
24
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
US$2052만
|
+US$53.1만
|
+12,576
|
+3%
|
|
|
25
|
BCR Wealth Strategies
Vestavia,
Alabama
|
US$1938만
|
+US$25.1만
|
+5,952
|
+1%
|
|
