|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$2.87억
|
+US$731만
|
+135,136
|
+3%
|
|
|
2
|
|
US$5090만
|
+US$630만
|
+116,419
|
+14%
|
|
|
3
|
von Borstel & Associates
The Dalles,
Oregon
|
US$4681만
|
+US$1697만
|
+313,751
|
+55%
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
US$3974만
|
+US$1481만
|
+273,779
|
+57%
|
|
|
5
|
Penobscot Wealth Management
Portland,
Maine
|
US$3304만
|
+US$2876만
|
+531,640
|
+567%
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$3290만
|
+US$206만
|
+38,170
|
+7%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
US$2707만
|
+US$230만
|
+42,462
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$2696만
|
+US$350만
|
+64,736
|
+15%
|
|
|
9
|
MilWealth Group
Milwaukee,
Wisconsin
|
US$2408만
|
+US$106만
|
+19,545
|
+4%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$2323만
|
+US$92만
|
+17,006
|
+4%
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
US$2049만
|
+US$2098만
|
+387,918
|
신규
|
|
|
12
|
Straight Path Wealth Management
Jenison,
Michigan
|
US$1938만
|
+US$70만
|
+12,938
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1847만
|
+US$116만
|
+21,422
|
+7%
|
|
|
14
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$1572만
|
+US$196만
|
+36,193
|
+14%
|
|
|
15
|
United Wealth Management
Charlottesville,
Virginia
|
US$1469만
|
+US$1504만
|
+278,068
|
신규
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$1461만
|
-US$7.94만
|
-1,468
|
-0.5%
|
|
|
17
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
US$1453만
|
+US$1488만
|
+275,094
|
신규
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1408만
|
+US$273만
|
+50,398
|
+23%
|
|
|
19
|
Archer Investment Management
Austin,
Texas
|
US$1333만
|
+US$1365만
|
+252,270
|
신규
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
US$1192만
|
+US$1220만
|
+225,644
|
신규
|
|
|
21
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
US$1005만
|
+US$1029만
|
+190,255
|
신규
|
|
|
22
|
Bridge Generations Wealth Management
South Miami,
Florida
|
US$965만
|
+US$988만
|
+182,747
|
신규
|
|
|
23
|
Quantum Financial Advisors
El Segundo,
California
|
US$899만
|
+US$262만
|
+48,399
|
+40%
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
US$885만
|
+US$906만
|
+167,570
|
신규
|
|
|
25
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
US$663만
|
+US$576만
|
+106,578
|
+564%
|
|
