|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$1266万
|
-$59.4万
|
-10,834
|
-5%
|
|
|
2
|
Bailard
Foster City,
California
|
$773万
|
+$37.7万
|
+6,881
|
+5%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
$574万
|
-$42.7万
|
-7,783
|
-7%
|
|
|
4
|
Values Added Financial
Washington,
District of Columbia
|
$538万
|
+$29.8万
|
+5,435
|
+6%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$344万
|
+$7,016
|
+128
|
+0.2%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$240万
|
-$12.7万
|
-2,326
|
-5%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$174万
|
-$20.9万
|
-3,819
|
-11%
|
|
|
8
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$171万
|
-$7.27万
|
-1,326
|
-4%
|
|
|
9
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$143万
|
-$2.31万
|
-422
|
-2%
|
|
|
10
|
Plum Street Advisors
New Orleans,
Louisiana
|
$139万
|
+$3.24万
|
+592
|
+3%
|
|
|
11
|
Lazard Asset Management
New York
|
$126万
|
–
|
–
|
–
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$124万
|
+$7,125
|
+130
|
+0.6%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$116万
|
+$7,125
|
+130
|
+0.7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98.4万
|
+$8.39万
|
+1,530
|
+10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$97万
|
+$7.67万
|
+1,400
|
+9%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$83.6万
|
+$20.4万
|
+3,731
|
+35%
|
|
|
17
|
Fairlight Advisors
San Francisco,
California
|
$77.7万
|
+$73.5万
|
+13,402
|
新規
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$75万
|
+$8,441
|
+154
|
+1%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
$72.7万
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$61.2万
|
+$9.7万
|
+1,775
|
+20%
|
|
|
21
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$60.8万
|
+$1.04万
|
+190
|
+2%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$58.6万
|
+$4.68万
|
+853
|
+9%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$58万
|
+$54.9万
|
+10,016
|
新規
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$57.3万
|
+$1.62万
|
+295
|
+3%
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$57.1万
|
–
|
–
|
–
|
|
