|
1
|
American Century Companies
Kansas City,
Missouri
|
$2223万
|
+$331万
|
+47,456
|
+17%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$1280万
|
+$27.8万
|
+3,989
|
+2%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$1078万
|
+$131万
|
+18,803
|
+14%
|
|
|
4
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$875万
|
+$104万
|
+14,926
|
+13%
|
|
|
5
|
Timonier Family Office
Winston Salem,
North Carolina
|
$571万
|
+$575万
|
+82,404
|
新規
|
|
|
6
|
|
$302万
|
-$44.9万
|
-6,445
|
-13%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$219万
|
+$220万
|
+31,618
|
新規
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
$186万
|
+$2.66万
|
+381
|
+1%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$145万
|
+$18万
|
+2,581
|
+14%
|
|
|
10
|
Vista Capital Partners
Portland,
Oregon
|
$138万
|
-$9,901
|
-142
|
-0.7%
|
|
|
11
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$133万
|
+$13.5万
|
+1,931
|
+11%
|
|
|
12
|
Cypress Point Wealth Management
Dallas,
Texas
|
$129万
|
+$8.72万
|
+1,251
|
+7%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$106万
|
-$4.39万
|
-630
|
-4%
|
|
|
14
|
Cloud Capital Management
Seattle,
Washington
|
$81.7万
|
+$6.16万
|
+883
|
+8%
|
|
|
15
|
Three Arch Wealth Management
Irvine,
California
|
$81.4万
|
–
|
–
|
–
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
$74.9万
|
+$10.2万
|
+1,456
|
+16%
|
|
|
17
|
LAM Group
Lake Oswego,
Oregon
|
$68.3万
|
+$3.9万
|
+560
|
+6%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$54.2万
|
+$13.1万
|
+1,880
|
+30%
|
|
|
19
|
Kane Co Wealth Management
Johnston,
Iowa
|
$40.4万
|
+$3.18万
|
+456
|
+8%
|
|
|
20
|
B&D White Capital Company
Lakeway,
Texas
|
$37.9万
|
+$767
|
+11
|
+0.2%
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
$36.2万
|
+$139
|
+2
|
+0%
|
|
|
22
|
Mills Wealth Advisors
Southlake,
Texas
|
$29.2万
|
+$1.03万
|
+148
|
+4%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.1万
|
+$26.2万
|
+3,761
|
新規
|
|
|
24
|
WorthPointe
La Jolla,
California
|
$24.8万
|
+$24.9万
|
+3,574
|
新規
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$22.6万
|
+$697
|
+10
|
+0.3%
|
|
