|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$81.4万
|
+$16.7万
|
+2,722
|
+25%
|
|
|
27
|
Circle Wealth Management
Summit,
New Jersey
|
$79万
|
+$1.89万
|
+307
|
+2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.9万
|
+$8.88万
|
+1,446
|
+14%
|
|
|
29
|
Summitry LLC
Foster City,
California
|
$69万
|
+$70.8万
|
+11,518
|
新規
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$68.1万
|
-$50.9万
|
-8,280
|
-42%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$64.8万
|
+$3,133
|
+51
|
+0.5%
|
|
|
32
|
Nolet Wealth Management
Fort Worth,
Texas
|
$63.7万
|
–
|
–
|
–
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.2万
|
+$15.1万
|
+2,457
|
+37%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$53.9万
|
-$87.6万
|
-14,266
|
-61%
|
|
|
35
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$52.6万
|
-$1782万
|
-290,000
|
-97%
|
|
|
36
|
Ballentine Partners
Waltham,
Massachusetts
|
$50.5万
|
+$12.3万
|
+2,001
|
+31%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$50.2万
|
+$12.3万
|
+1,999
|
+31%
|
|
|
38
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$50.1万
|
+$51.5万
|
+8,375
|
新規
|
|
|
39
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$49.1万
|
–
|
–
|
–
|
|
|
40
|
Stephens Inc
Little Rock,
Arkansas
|
$46.6万
|
–
|
–
|
–
|
|
|
41
|
Icon Wealth Advisors
Houston,
Texas
|
$44.1万
|
+$123
|
+2
|
+0%
|
|
|
42
|
Brown Brothers Harriman & Co
New York
|
$39.2万
|
–
|
–
|
–
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$38.3万
|
-$8,417
|
-137
|
-2%
|
|
|
44
|
Pathstone Holdings
Englewood,
New Jersey
|
$36.1万
|
-$860
|
-14
|
-0.2%
|
|
|
45
|
Legacy Wealth Advisors
Miami,
Florida
|
$31.4万
|
–
|
–
|
–
|
|
|
46
|
Cloud Capital Management
Seattle,
Washington
|
$30.5万
|
–
|
–
|
–
|
|
|
47
|
IEQ Capital
Foster City,
California
|
$29万
|
+$123
|
+2
|
+0%
|
|
|
48
|
|
$27.6万
|
-$1.7万
|
-276
|
-6%
|
|
|
49
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$27.5万
|
–
|
–
|
–
|
|
|
50
|
Morton Capital Management
Calabasas,
California
|
$24.1万
|
+$6,328
|
+103
|
+3%
|
|
