|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$4.03억
|
-US$1966만
|
-749,866
|
-5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$1.46억
|
+US$1046만
|
+398,975
|
+8%
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.13억
|
+US$409만
|
+155,933
|
+4%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
US$1.06억
|
+US$198만
|
+75,491
|
+2%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$1.06억
|
+US$2053만
|
+783,290
|
+25%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$9187만
|
+US$1914만
|
+730,004
|
+27%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
US$6555만
|
-US$2693만
|
-1,027,079
|
-30%
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
US$5998만
|
+US$161만
|
+61,331
|
+3%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
US$5889만
|
+US$411만
|
+156,787
|
+8%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
US$5871만
|
+US$186만
|
+70,948
|
+3%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
US$5389만
|
+US$181만
|
+68,992
|
+4%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$5060만
|
+US$110만
|
+41,897
|
+2%
|
|
|
13
|
|
US$4945만
|
+US$333만
|
+126,948
|
+7%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
US$4489만
|
+US$121만
|
+46,092
|
+3%
|
|
|
15
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$4198만
|
+US$110만
|
+42,094
|
+3%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$3941만
|
+US$245만
|
+93,360
|
+7%
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
US$3537만
|
+US$375만
|
+143,055
|
+12%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
US$3475만
|
+US$1737만
|
+662,455
|
+104%
|
|
|
19
|
LPL Financial
San Diego,
California
|
US$3442만
|
+US$796만
|
+303,741
|
+31%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
US$3176만
|
+US$249만
|
+94,857
|
+9%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
US$3175만
|
+US$155만
|
+58,993
|
+5%
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
US$2910만
|
+US$60.5만
|
+23,094
|
+2%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$2901만
|
+US$311만
|
+118,671
|
+12%
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
US$2893만
|
-US$514만
|
-196,250
|
-15%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
US$2802만
|
+US$277만
|
+105,849
|
+12%
|
|
