|
1
|
Cache Advisors
San Francisco,
California
|
$1.93億
|
–
|
–
|
–
|
|
|
2
|
Everest Management Corp
Cupertino,
California
|
$2000万
|
-$23.5万
|
-4,547
|
-1%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1913万
|
–
|
–
|
–
|
|
|
4
|
Vise Technologies
New York
|
$1243万
|
+$1209万
|
+233,703
|
新規
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$1237万
|
-$3.78万
|
-731
|
-0.3%
|
|
|
6
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1220万
|
–
|
–
|
–
|
|
|
7
|
Flatrock Wealth Partners
Newport Beach,
California
|
$541万
|
–
|
–
|
–
|
|
|
8
|
Seed Wealth Management
Evanston,
Illinois
|
$485万
|
-$1.4万
|
-271
|
-0.3%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$443万
|
–
|
–
|
–
|
|
|
10
|
Soundwatch Capital
Rowayton,
Connecticut
|
$443万
|
–
|
–
|
–
|
|
|
11
|
Meredith Wealth Planning
Maryville,
Illinois
|
$431万
|
-$1.59万
|
-307
|
-0.4%
|
|
|
12
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$416万
|
-$106万
|
-20,399
|
-20%
|
|
|
13
|
|
$346万
|
-$7.27万
|
-1,405
|
-2%
|
|
|
14
|
Quantinno Capital Management
New York
|
$284万
|
+$148万
|
+28,647
|
+116%
|
|
|
15
|
One Degree Advisors
San Diego,
California
|
$270万
|
–
|
–
|
–
|
|
|
16
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$261万
|
–
|
–
|
–
|
|
|
17
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$229万
|
–
|
–
|
–
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$210万
|
–
|
–
|
–
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$198万
|
-$2.45万
|
-473
|
-1%
|
|
|
20
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$175万
|
–
|
–
|
–
|
|
|
21
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$170万
|
-$4.14万
|
-800
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$157万
|
+$2.46万
|
+476
|
+2%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$147万
|
–
|
–
|
–
|
|
|
24
|
AQR Capital Management
Greenwich,
Connecticut
|
$108万
|
-$8.34万
|
-1,612
|
-7%
|
|
|
25
|
Family CFO
Los Altos,
California
|
$106万
|
–
|
–
|
–
|
|
