|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$3억
|
+US$953만
|
+179,321
|
+3%
|
|
|
2
|
von Borstel & Associates
The Dalles,
Oregon
|
US$6216만
|
+US$1475만
|
+277,387
|
+31%
|
|
|
3
|
|
US$5438만
|
+US$289만
|
+54,337
|
+6%
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
US$4201만
|
+US$181만
|
+34,082
|
+5%
|
|
|
5
|
Penobscot Wealth Management
Portland,
Maine
|
US$3595만
|
+US$252만
|
+47,417
|
+8%
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$3344만
|
+US$17.1만
|
+3,214
|
+0.5%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
US$2906만
|
+US$168만
|
+31,640
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$2540만
|
-US$186만
|
-34,908
|
-7%
|
|
|
9
|
MilWealth Group
Milwaukee,
Wisconsin
|
US$2492만
|
+US$56.1만
|
+10,559
|
+2%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$2459만
|
+US$109만
|
+20,513
|
+5%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
US$2164만
|
+US$2153만
|
+405,018
|
신규
|
|
|
12
|
Curio Wealth
Annapolis,
Maryland
|
US$2083만
|
+US$10.7만
|
+2,016
|
+0.5%
|
|
|
13
|
Straight Path Wealth Management
Jenison,
Michigan
|
US$2027만
|
+US$66.1만
|
+12,439
|
+3%
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
US$1987만
|
+US$1977만
|
+371,899
|
신규
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1938만
|
+US$69.9만
|
+13,145
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1819만
|
+US$393만
|
+73,863
|
+28%
|
|
|
17
|
United Wealth Management
Charlottesville,
Virginia
|
US$1798만
|
+US$311만
|
+58,437
|
+21%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$1724만
|
+US$133만
|
+25,080
|
+8%
|
|
|
19
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
US$1562만
|
+US$92만
|
+17,311
|
+6%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
US$1282만
|
+US$72.2만
|
+13,573
|
+6%
|
|
|
21
|
Archer Investment Management
Austin,
Texas
|
US$1268만
|
-US$79.9만
|
-15,027
|
-6%
|
|
|
22
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
US$1217만
|
+US$544만
|
+102,244
|
+81%
|
|
|
23
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
US$1079만
|
+US$62.4만
|
+11,745
|
+6%
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1069만
|
+US$173만
|
+32,525
|
+19%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
US$949만
|
+US$39.9만
|
+7,510
|
+4%
|
|
