|
1
|
Private Vista
Chicago,
Illinois
|
US$3489만
|
+US$606만
|
+148,971
|
+23%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
US$2935만
|
+US$322만
|
+79,204
|
+13%
|
|
|
3
|
|
US$2436만
|
+US$3.91만
|
+962
|
+0.2%
|
|
|
4
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$1924만
|
+US$168만
|
+41,309
|
+10%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
US$1749만
|
-US$252만
|
-61,932
|
-13%
|
|
|
6
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
US$922만
|
-US$93만
|
-22,853
|
-9%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
US$822만
|
-US$267만
|
-65,625
|
-25%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$617만
|
-US$93.3만
|
-22,922
|
-13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
US$568만
|
+US$105만
|
+25,779
|
+23%
|
|
|
10
|
Gupta Wealth Management
San Diego,
California
|
US$554만
|
+US$141만
|
+34,666
|
+35%
|
|
|
11
|
Trutina Financial
Bellevue,
Washington
|
US$500만
|
-US$21.1만
|
-5,190
|
-4%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$402만
|
+US$10.1만
|
+2,488
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
US$323만
|
-US$61.6만
|
-15,138
|
-16%
|
|
|
14
|
Blue Chip Partners
Farmington Hills,
Michigan
|
US$291만
|
+US$43.5만
|
+10,683
|
+18%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
US$285만
|
-US$104만
|
-25,639
|
-27%
|
|
|
16
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
US$281만
|
+US$1.75만
|
+430
|
+0.6%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$268만
|
+US$28.9만
|
+7,098
|
+12%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
US$247만
|
+US$2.12만
|
+522
|
+0.9%
|
|
|
19
|
|
US$235만
|
+US$50만
|
+12,278
|
+28%
|
|
|
20
|
Corda Investment Management
Houston,
Texas
|
US$204만
|
-US$4.02만
|
-987
|
-2%
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
US$183만
|
–
|
–
|
–
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
US$177만
|
-US$5.37만
|
-1,321
|
-3%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$173만
|
-US$22.5만
|
-5,520
|
-12%
|
|
|
24
|
Evercore Wealth Management
New York
|
US$168만
|
+US$17.4만
|
+4,271
|
+12%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
US$156만
|
-US$94.9만
|
-23,318
|
-39%
|
|
