|
1
|
Creative Planning
Overland Park,
Kansas
|
US$4560만
|
+US$557만
|
+125,349
|
+14%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
US$4120만
|
+US$346만
|
+77,778
|
+10%
|
|
|
3
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$1999만
|
+US$16.7만
|
+3,763
|
+0.9%
|
|
|
4
|
|
US$820만
|
+US$41.4만
|
+9,312
|
+5%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
US$769만
|
-US$12.2만
|
-2,751
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
US$688만
|
+US$19.7만
|
+4,437
|
+3%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
US$663만
|
-US$53.9만
|
-12,139
|
-8%
|
|
|
8
|
Blue Chip Partners
Farmington Hills,
Michigan
|
US$597만
|
+US$58.5만
|
+13,169
|
+11%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$523만
|
+US$9.02만
|
+2,031
|
+2%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
US$421만
|
-US$72.6만
|
-16,332
|
-15%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$329만
|
-US$154만
|
-34,669
|
-32%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
US$314만
|
-US$7.95천
|
-179
|
-0.3%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
US$241만
|
+US$12.3만
|
+2,764
|
+5%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
US$240만
|
-US$4.69만
|
-1,056
|
-2%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
US$190만
|
+US$7.11천
|
+160
|
+0.4%
|
|
|
16
|
Evercore Wealth Management
New York
|
US$180만
|
–
|
–
|
–
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$170만
|
-US$5.6천
|
-126
|
-0.3%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$155만
|
–
|
–
|
–
|
|
|
19
|
|
US$150만
|
-US$144만
|
-32,353
|
-50%
|
|
|
20
|
Advisory Research
Chicago,
Illinois
|
US$147만
|
–
|
–
|
–
|
|
|
21
|
KWMG LLC
Overland Park,
Kansas
|
US$126만
|
-US$34.9만
|
-7,856
|
-22%
|
|
|
22
|
Ruggie Capital Group
Tavares,
Florida
|
US$118만
|
+US$41.8만
|
+9,403
|
+56%
|
|
|
23
|
|
US$94.1만
|
+US$34.3만
|
+7,725
|
+59%
|
|
|
24
|
Parsec Financial Management
Asheville,
North Carolina
|
US$81.8만
|
-US$6.13천
|
-138
|
-0.8%
|
|
|
25
|
GW & Wade
Wellesley,
Massachusetts
|
US$69.1만
|
+US$1.78천
|
+40
|
+0.3%
|
|
