|
1
|
Strategic Financial Services
Utica,
New York
|
US$1.97억
|
-US$796만
|
-188,725
|
-4%
|
|
|
2
|
SigFig Wealth Management
San Francisco,
California
|
US$9053만
|
+US$112만
|
+26,489
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$7615만
|
+US$12.3만
|
+2,907
|
+0.2%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
US$7130만
|
+US$1490만
|
+353,427
|
+28%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
US$5851만
|
+US$365만
|
+86,602
|
+7%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$4804만
|
-US$88.3만
|
-20,934
|
-2%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
US$4348만
|
-US$50.8만
|
-12,060
|
-1%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$4096만
|
-US$297만
|
-70,511
|
-7%
|
|
|
9
|
Pettinga Financial Advisors
Evansville,
Indiana
|
US$3570만
|
-US$39.1만
|
-9,265
|
-1%
|
|
|
10
|
|
US$2774만
|
-US$205만
|
-48,626
|
-7%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$2482만
|
+US$2281만
|
+540,929
|
+3,365%
|
|
|
12
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$2440만
|
-US$71.6만
|
-16,990
|
-3%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
US$2430만
|
+US$4.45만
|
+1,056
|
+0.2%
|
|
|
14
|
|
US$2246만
|
-US$10만
|
-2,363
|
-0.5%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$2131만
|
+US$75.1만
|
+17,812
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
US$2054만
|
-US$78.8만
|
-18,684
|
-4%
|
|
|
17
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
US$1800만
|
-US$37.6만
|
-8,929
|
-2%
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
US$1718만
|
+US$98.1만
|
+23,277
|
+6%
|
|
|
19
|
Cora Capital Advisors
Marlton,
New Jersey
|
US$1702만
|
-US$189만
|
-44,883
|
-11%
|
|
|
20
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
US$1616만
|
-US$24.8만
|
-5,880
|
-2%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$1559만
|
-US$24.1만
|
-5,713
|
-2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
US$1487만
|
+US$14.6만
|
+3,452
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
US$1087만
|
-US$20.2만
|
-4,786
|
-2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
US$1031만
|
+US$34.7만
|
+8,240
|
+4%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
US$986만
|
-US$61.4만
|
-14,569
|
-6%
|
|
