|
26
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2502万
|
+$697万
|
+124,365
|
+40%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$2456万
|
+$51.3万
|
+9,150
|
+2%
|
|
|
28
|
Allianz Asset Management
Munich,
Germany
|
$2237万
|
-$753万
|
-134,400
|
-26%
|
|
|
29
|
Permanens Capital
New York
|
$2184万
|
+$1713万
|
+305,847
|
+426%
|
|
|
30
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2050万
|
-$6.89万
|
-1,230
|
-0.3%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$2039万
|
+$796万
|
+142,155
|
+68%
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2015万
|
+$79.6万
|
+14,202
|
+4%
|
|
|
33
|
|
$1955万
|
-$8.4万
|
-1,500
|
-0.4%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1914万
|
+$304万
|
+54,324
|
+20%
|
|
|
35
|
Bank of New York Mellon
New York
|
$1721万
|
-$114万
|
-20,367
|
-6%
|
|
|
36
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$1684万
|
-$52万
|
-9,282
|
-3%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$1600万
|
+$30.4万
|
+5,421
|
+2%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1458万
|
+$413万
|
+73,761
|
+41%
|
|
|
39
|
|
$1350万
|
+$1308万
|
+233,451
|
新規
|
|
|
40
|
Precedent Wealth Partners
Houston,
Texas
|
$1320万
|
+$97.3万
|
+17,364
|
+8%
|
|
|
41
|
Hamilton Capital
Columbus,
Ohio
|
$1300万
|
+$21.4万
|
+3,825
|
+2%
|
|
|
42
|
Ocean Park Asset Management
Santa Monica,
California
|
$1296万
|
+$184万
|
+32,901
|
+17%
|
|
|
43
|
|
$1295万
|
-$42.3万
|
-7,548
|
-3%
|
|
|
44
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1204万
|
-$128万
|
-22,791
|
-10%
|
|
|
45
|
Bearing Point Capital
Bloomington,
Minnesota
|
$1161万
|
+$21.8万
|
+3,885
|
+2%
|
|
|
46
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1137万
|
+$37.7万
|
+6,723
|
+4%
|
|
|
47
|
|
$1107万
|
–
|
–
|
–
|
|
|
48
|
Madrid Financial Services
Manhattan Beach,
California
|
$1061万
|
+$81.1万
|
+14,484
|
+9%
|
|
|
49
|
Oppenheimer Asset Management
New York
|
$1057万
|
+$16.6万
|
+2,967
|
+2%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1003万
|
-$15.5万
|
-2,763
|
-2%
|
|
