|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$4.98억
|
+US$573만
|
+208,400
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$1.96억
|
+US$265만
|
+96,565
|
+1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.91억
|
+US$250만
|
+91,033
|
+1%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.79억
|
-US$262만
|
-95,418
|
-2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1.37억
|
+US$1167만
|
+424,489
|
+10%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.33억
|
-US$1139만
|
-414,142
|
-8%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
US$1.09억
|
-US$2174만
|
-790,593
|
-18%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
US$8242만
|
-US$313만
|
-113,795
|
-4%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
US$7398만
|
-US$26.8만
|
-9,745
|
-0.4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
US$7183만
|
-US$44만
|
-16,018
|
-0.7%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
US$5845만
|
+US$42.1만
|
+15,306
|
+0.8%
|
|
|
12
|
MASECO Private Wealth
London,
|
US$5562만
|
+US$5154만
|
+1,874,702
|
신규
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
US$5449만
|
+US$152만
|
+55,238
|
+3%
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
US$5420만
|
-US$98.4만
|
-35,795
|
-2%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$5397만
|
+US$192만
|
+69,877
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$5386만
|
+US$75.2만
|
+27,335
|
+2%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
US$5115만
|
+US$1066만
|
+387,637
|
+29%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$4782만
|
-US$69.2만
|
-25,176
|
-2%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
US$4578만
|
+US$1408만
|
+512,237
|
+50%
|
|
|
20
|
Wealthstream Advisors
New York
|
US$4385만
|
-US$12.5만
|
-4,551
|
-0.3%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$4321만
|
-US$422만
|
-153,385
|
-10%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$4166만
|
+US$277만
|
+100,599
|
+8%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
US$4017만
|
+US$3.4만
|
+1,238
|
+0.1%
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
US$3747만
|
+US$26.2만
|
+9,515
|
+0.8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
US$3656만
|
+US$119만
|
+43,228
|
+4%
|
|
