|
1
|
Cache Advisors
San Francisco,
California
|
$1.07億
|
–
|
–
|
–
|
|
|
2
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$4882万
|
-$248万
|
-45,031
|
-5%
|
|
|
3
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1934万
|
–
|
–
|
–
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1259万
|
-$1.14万
|
-207
|
-0.1%
|
|
|
5
|
Quantinno Capital Management
New York
|
$989万
|
+$955万
|
+173,666
|
新規
|
|
|
6
|
Everest Management Corp
Cupertino,
California
|
$635万
|
-$259万
|
-47,025
|
-30%
|
|
|
7
|
|
$523万
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$477万
|
–
|
–
|
–
|
|
|
9
|
Family CFO
Los Altos,
California
|
$359万
|
–
|
–
|
–
|
|
|
10
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$342万
|
+$330万
|
+60,080
|
新規
|
|
|
11
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$253万
|
+$244万
|
+44,451
|
新規
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$230万
|
–
|
–
|
–
|
|
|
13
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$220万
|
–
|
–
|
–
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$205万
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$202万
|
–
|
–
|
–
|
|
|
16
|
Downshift Financial
Boulder,
Colorado
|
$201万
|
+$194万
|
+35,307
|
新規
|
|
|
17
|
Meridian Wealth Management
Lexington,
Kentucky
|
$197万
|
–
|
–
|
–
|
|
|
18
|
Foundry Financial
Pasadena,
California
|
$170万
|
–
|
–
|
–
|
|
|
19
|
One Degree Advisors
San Diego,
California
|
$165万
|
-$8.82万
|
-1,605
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160万
|
+$128万
|
+23,328
|
+479%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$160万
|
+$155万
|
+28,150
|
新規
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$147万
|
–
|
–
|
–
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$145万
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$134万
|
–
|
–
|
–
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$111万
|
–
|
–
|
–
|
|
