|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$955万
|
–
|
–
|
–
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$390万
|
-$9.7万
|
-1,469
|
-2%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$216万
|
-$8.36万
|
-1,265
|
-4%
|
|
|
4
|
|
$130万
|
-$143万
|
-21,702
|
-52%
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$120万
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$101万
|
–
|
–
|
–
|
|
|
7
|
|
$91.7万
|
+$6.3万
|
+953
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$91.6万
|
+$9,056
|
+137
|
+1%
|
|
|
9
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$89.4万
|
+$14.8万
|
+2,235
|
+19%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$83万
|
-$4.63万
|
-701
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$78万
|
-$13万
|
-1,966
|
-14%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$66万
|
+$18.9万
|
+2,859
|
+39%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$55.6万
|
-$3.25万
|
-492
|
-5%
|
|
|
14
|
Team Hewins
Redwood City,
California
|
$53.3万
|
–
|
–
|
–
|
|
|
15
|
Ackerman Asset Management
Rockville,
Maryland
|
$44.1万
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$41.6万
|
–
|
–
|
–
|
|
|
17
|
SFMG Wealth Advisors
Plano,
Texas
|
$40.7万
|
–
|
–
|
–
|
|
|
18
|
Ascent Advisors
Mankato,
Minnesota
|
$38.7万
|
-$502万
|
-75,950
|
-93%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$38.2万
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$34.1万
|
+$34.7万
|
+5,257
|
新規
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$33.8万
|
+$4,891
|
+74
|
+1%
|
|
|
22
|
|
$33.1万
|
+$26万
|
+3,930
|
+314%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$30.3万
|
+$1.13万
|
+171
|
+4%
|
|
|
24
|
Willner & Heller
Encino,
California
|
$27.7万
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$27.6万
|
–
|
–
|
–
|
|
