|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$2.92억
|
+US$1.41억
|
+5,956,937
|
+96%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$9667만
|
+US$959만
|
+404,374
|
+11%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
US$8008만
|
+US$321만
|
+135,382
|
+4%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
US$6437만
|
+US$407만
|
+171,380
|
+7%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
US$5324만
|
+US$532만
|
+224,121
|
+11%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
US$4958만
|
+US$57.6만
|
+24,284
|
+1%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
US$4544만
|
+US$418만
|
+176,169
|
+10%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$3901만
|
+US$300만
|
+126,606
|
+8%
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$3238만
|
+US$372만
|
+156,893
|
+13%
|
|
|
10
|
RW Investment Management
Eagle,
Idaho
|
US$2852만
|
+US$820만
|
+345,458
|
+41%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
US$2837만
|
+US$209만
|
+87,892
|
+8%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$2458만
|
+US$166만
|
+70,073
|
+7%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
US$2285만
|
+US$117만
|
+49,178
|
+5%
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$2241만
|
+US$296만
|
+124,910
|
+15%
|
|
|
15
|
Parcion Private Wealth
Bellevue,
Washington
|
US$2084만
|
+US$2056만
|
+866,493
|
신규
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$1798만
|
+US$298만
|
+125,628
|
+20%
|
|
|
17
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$1789만
|
+US$113만
|
+47,740
|
+7%
|
|
|
18
|
Bridgeworth
Birmingham,
Alabama
|
US$1741만
|
+US$576만
|
+242,885
|
+50%
|
|
|
19
|
Kooman & Associates
Altoona,
Pennsylvania
|
US$1740만
|
+US$140만
|
+59,094
|
+9%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
US$1702만
|
+US$305만
|
+128,391
|
+22%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1603만
|
+US$298만
|
+125,571
|
+23%
|
|
|
22
|
Seaside Wealth Management
Carlsbad,
California
|
US$1564만
|
+US$1543만
|
+650,483
|
신규
|
|
|
23
|
Wealthstream Advisors
New York
|
US$1468만
|
+US$50.6만
|
+21,313
|
+4%
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
US$1455만
|
+US$229만
|
+96,548
|
+19%
|
|
|
25
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$1381만
|
+US$49.7만
|
+20,945
|
+4%
|
|
