|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$5.53억
|
+US$1382만
|
+447,872
|
+3%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$2.36억
|
+US$2801만
|
+907,511
|
+14%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.96억
|
+US$4.71만
|
+1,527
|
+0%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
US$1.85억
|
-US$2585만
|
-837,514
|
-13%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1.57억
|
+US$789만
|
+255,616
|
+6%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.42억
|
-US$169만
|
-54,779
|
-1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
US$1.18억
|
-US$33.8만
|
-10,935
|
-0.3%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
US$8804만
|
-US$97.3만
|
-31,533
|
-1%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
US$8262만
|
+US$258만
|
+83,483
|
+3%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
US$7790만
|
+US$27.7만
|
+8,980
|
+0.4%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
US$6574만
|
+US$248만
|
+80,422
|
+4%
|
|
|
12
|
MASECO Private Wealth
London,
|
US$6369만
|
+US$342만
|
+110,658
|
+6%
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
US$6299만
|
+US$395만
|
+128,132
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
US$6116만
|
+US$285만
|
+92,463
|
+5%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$6108만
|
+US$2435만
|
+788,994
|
+71%
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$5973만
|
+US$775만
|
+251,222
|
+16%
|
|
|
17
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$5914만
|
+US$79.7만
|
+25,818
|
+1%
|
|
|
18
|
Heritage Financial Services
Westwood,
Massachusetts
|
US$5742만
|
-US$110만
|
-35,632
|
-2%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
US$5704만
|
+US$170만
|
+54,981
|
+3%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
US$5065만
|
+US$113만
|
+36,738
|
+2%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$5020만
|
+US$499만
|
+161,821
|
+12%
|
|
|
22
|
Wealthstream Advisors
New York
|
US$4771만
|
+US$31.5만
|
+10,205
|
+0.7%
|
|
|
23
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$4634만
|
-US$33.2만
|
-10,759
|
-0.7%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
US$4359만
|
+US$394만
|
+127,589
|
+10%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
US$4343만
|
-US$75.9만
|
-24,592
|
-2%
|
|
