|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.49億
|
+$4015万
|
+1,115,348
|
+37%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2264万
|
+$67.9万
|
+18,863
|
+3%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1694万
|
+$1678万
|
+466,154
|
新規
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$1203万
|
-$101万
|
-28,000
|
-8%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$726万
|
+$22.8万
|
+6,332
|
+3%
|
|
|
6
|
|
$250万
|
+$26.7万
|
+7,427
|
+12%
|
|
|
7
|
Hancock Whitney
Gulfport,
Mississippi
|
$214万
|
+$165万
|
+45,929
|
+350%
|
|
|
8
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$209万
|
+$4.96万
|
+1,379
|
+2%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$199万
|
+$14.1万
|
+3,930
|
+8%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$152万
|
+$37.3万
|
+10,372
|
+33%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$147万
|
+$143万
|
+39,863
|
新規
|
|
|
12
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$115万
|
-$6.12万
|
-1,700
|
-5%
|
|
|
13
|
|
$103万
|
+$54.1万
|
+15,037
|
+112%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.8万
|
-$352万
|
-97,734
|
-79%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$92.8万
|
+$91.9万
|
+25,537
|
新規
|
|
|
16
|
Bank of New York Mellon
New York
|
$74万
|
+$73.3万
|
+20,360
|
新規
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$71万
|
+$70.3万
|
+19,544
|
新規
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$69.5万
|
+$4.9万
|
+1,360
|
+8%
|
|
|
19
|
|
$66万
|
+$14.5万
|
+4,040
|
+29%
|
|
|
20
|
Sutton Wealth Advisors
Tampa,
Florida
|
$55.9万
|
-$2.41万
|
-670
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.6万
|
+$7.13万
|
+1,982
|
+15%
|
|
|
22
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$54.3万
|
+$4.97万
|
+1,381
|
+10%
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$52.8万
|
+$14.7万
|
+4,094
|
+39%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$51.3万
|
+$14.5万
|
+4,031
|
+40%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$47.4万
|
-$56.4万
|
-15,677
|
-55%
|
|
