|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$4.38억
|
+US$1325만
|
+493,339
|
+3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$1.62억
|
+US$810만
|
+301,644
|
+6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.32억
|
+US$1.26억
|
+4,678,596
|
신규
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.25억
|
+US$548만
|
+204,097
|
+5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
US$1.12억
|
+US$75.1만
|
+27,961
|
+0.7%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.11억
|
+US$1381만
|
+514,198
|
+15%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
US$7372만
|
+US$447만
|
+166,521
|
+7%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
US$6697만
|
+US$472만
|
+175,855
|
+8%
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
US$6554만
|
+US$227만
|
+84,454
|
+4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
US$6417만
|
+US$223만
|
+82,957
|
+4%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
US$6289만
|
+US$585만
|
+218,047
|
+11%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$5200만
|
-US$123만
|
-45,813
|
-2%
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
US$4883만
|
+US$148만
|
+55,247
|
+3%
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
US$4362만
|
+US$608만
|
+226,291
|
+17%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$4331만
|
+US$299만
|
+111,287
|
+8%
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$4227만
|
+US$4.12만
|
+1,533
|
+0.1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
US$3939만
|
+US$299만
|
+111,371
|
+9%
|
|
|
18
|
Wealthstream Advisors
New York
|
US$3847만
|
+US$1949만
|
+725,758
|
+113%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
US$3615만
|
+US$258만
|
+96,155
|
+8%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$3340만
|
+US$271만
|
+101,079
|
+9%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
US$3319만
|
-US$325만
|
-120,926
|
-9%
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
US$3209만
|
+US$138만
|
+51,266
|
+5%
|
|
|
23
|
Oakwell Private Wealth Management
Austin,
Texas
|
US$3184만
|
-US$153만
|
-57,094
|
-5%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
US$3167만
|
+US$209만
|
+77,782
|
+8%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$3074만
|
+US$300만
|
+111,827
|
+12%
|
|
