|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$678万
|
+$733万
|
+165,312
|
新規
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$195万
|
+$211万
|
+47,509
|
新規
|
|
|
3
|
ML&R Wealth Management
Austin,
Texas
|
$141万
|
+$152万
|
+34,404
|
新規
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$114万
|
+$91.2万
|
+20,582
|
+287%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
$67.9万
|
+$73.4万
|
+16,562
|
新規
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$62.8万
|
+$67.9万
|
+15,315
|
新規
|
|
|
7
|
Collective Family Office
York,
Pennsylvania
|
$48.1万
|
+$52万
|
+11,724
|
新規
|
|
|
8
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$45.3万
|
+$49万
|
+11,054
|
新規
|
|
|
9
|
Bridgewater Advisors
New York
|
$38.8万
|
+$42万
|
+9,467
|
新規
|
|
|
10
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.6万
|
+$10.3万
|
+2,330
|
新規
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$9.6万
|
+$10.4万
|
+2,350
|
新規
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$8.6万
|
+$9.26万
|
+2,090
|
新規
|
|
|
13
|
Level Financial Advisors
East Amherst,
New York
|
$4.3万
|
+$4.62万
|
+1,042
|
新規
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.4万
|
+$2.55万
|
+575
|
新規
|
|
|
15
|
Life Planning Partners
Jacksonville,
Florida
|
$2.4万
|
+$2.62万
|
+590
|
新規
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
$3,000
|
–
|
–
|
–
|
|
|
17
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
–
|
-$119万
|
-14,922
|
解消
|
|
|
18
|
American Century Companies
Kansas City,
Missouri
|
–
|
-$23.9万
|
-5,000
|
解消
|
|
