|
26
|
|
$234万
|
+$72.9万
|
+31,003
|
+45%
|
|
|
27
|
Penobscot Investment Management
Boston,
Massachusetts
|
$230万
|
+$61.8万
|
+26,300
|
+37%
|
|
|
28
|
First Western Trust Bank
Denver,
Colorado
|
$167万
|
+$118万
|
+50,225
|
+242%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$152万
|
+$12.8万
|
+5,466
|
+9%
|
|
|
30
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$148万
|
+$51.2万
|
+21,786
|
新規
|
|
|
31
|
Keeler Thomas Management
Orem,
Utah
|
$148万
|
-$148万
|
-62,956
|
-50%
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$147万
|
+$12.1万
|
+5,136
|
+9%
|
|
|
33
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$133万
|
+$133万
|
+56,671
|
新規
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$112万
|
+$49.7万
|
+21,122
|
+80%
|
|
|
35
|
Focused Alpha LLC
Denver,
Colorado
|
$110万
|
+$12.6万
|
+5,381
|
+13%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$99.3万
|
+$19.3万
|
+8,212
|
+24%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$95.7万
|
-$15万
|
-6,379
|
-14%
|
|
|
38
|
High Note Wealth
Deephaven,
Minnesota
|
$92万
|
+$41.9万
|
+17,838
|
+84%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$91.3万
|
+$77万
|
+32,766
|
+539%
|
|
|
40
|
Helen Stephens Group
Fort Worth,
Texas
|
$87.9万
|
+$37.3万
|
+15,872
|
+74%
|
|
|
41
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$83.9万
|
+$27.1万
|
+11,518
|
+48%
|
|
|
42
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$82.6万
|
+$10.4万
|
+4,435
|
+14%
|
|
|
43
|
Rebalance
Palo Alto,
California
|
$81.1万
|
+$1.21万
|
+514
|
+2%
|
|
|
44
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$74.3万
|
+$37.7万
|
+16,027
|
+103%
|
|
|
45
|
WrapManager Inc
Mill Valley,
California
|
$73.4万
|
-$8.65万
|
-3,681
|
-11%
|
|
|
46
|
Bullock Wealth Management
Bloomington,
Indiana
|
$66万
|
+$16.6万
|
+7,052
|
+33%
|
|
|
47
|
Walser Wealth Management
Tampa,
Florida
|
$63.9万
|
+$37.7万
|
+16,042
|
+144%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$63.6万
|
+$7.42万
|
+3,156
|
+13%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$59.7万
|
+$10.9万
|
+4,630
|
+22%
|
|
|
50
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$56.6万
|
+$8.87万
|
+3,775
|
+19%
|
|
