|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$692万
|
+$42万
|
+9,626
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$441万
|
+$279万
|
+63,992
|
+135%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$181万
|
+$79万
|
+18,130
|
+65%
|
|
|
4
|
ML&R Wealth Management
Austin,
Texas
|
$167万
|
+$34万
|
+7,797
|
+23%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
$121万
|
+$61.2万
|
+14,045
|
+85%
|
|
|
6
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$60.8万
|
+$18.9万
|
+4,331
|
+39%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$60.6万
|
–
|
–
|
–
|
|
|
8
|
Collective Family Office
York,
Pennsylvania
|
$60.1万
|
+$15.1万
|
+3,468
|
+30%
|
|
|
9
|
|
$55.3万
|
+$61万
|
+13,990
|
新規
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$25.6万
|
+$28.1万
|
+6,459
|
新規
|
|
|
11
|
WMS Partners
Towson,
Maryland
|
$24.8万
|
+$27.4万
|
+6,280
|
新規
|
|
|
12
|
Level Financial Advisors
East Amherst,
New York
|
$22.1万
|
+$19.9万
|
+4,555
|
+437%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$20.3万
|
+$22.3万
|
+5,128
|
新規
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$10.9万
|
+$1.72万
|
+395
|
+17%
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.2万
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$8.6万
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.2万
|
-$1.2万
|
-275
|
-48%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$2,000
|
–
|
–
|
–
|
|
|
19
|
Bridgewater Advisors
New York
|
–
|
-$38.8万
|
-9,467
|
解消
|
|
|
20
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$2.4万
|
-590
|
解消
|
|
