|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$6735万
|
+$125万
|
+57,974
|
+2%
|
|
|
2
|
Natural Investments
Windsor,
California
|
$1312万
|
-$12.7万
|
-5,883
|
-1%
|
|
|
3
|
|
$1218万
|
+$9.15万
|
+4,233
|
+0.8%
|
|
|
4
|
|
$614万
|
-$124万
|
-57,161
|
-18%
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
$574万
|
+$1.49万
|
+687
|
+0.3%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$438万
|
+$414万
|
+191,530
|
新規
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$386万
|
+$9,257
|
+428
|
+0.3%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$341万
|
-$203万
|
-94,027
|
-39%
|
|
|
9
|
Westfuller Advisors
New York
|
$339万
|
+$19.6万
|
+9,069
|
+7%
|
|
|
10
|
TFC Financial Management
Boston,
Massachusetts
|
$303万
|
+$2.38万
|
+1,102
|
+0.8%
|
|
|
11
|
Garrison Point Advisors
Walnut Creek,
California
|
$277万
|
-$8,586
|
-397
|
-0.3%
|
|
|
12
|
|
$220万
|
+$67.9万
|
+31,397
|
+49%
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$208万
|
+$89.3万
|
+41,301
|
+83%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$188万
|
+$48万
|
+22,202
|
+37%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$186万
|
–
|
–
|
–
|
|
|
16
|
Brighton Jones LLC
Seattle,
Washington
|
$170万
|
+$3.16万
|
+1,463
|
+2%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$160万
|
-$8.21万
|
-3,797
|
-5%
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
$154万
|
+$14.1万
|
+6,539
|
+11%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$139万
|
-$3.49万
|
-1,615
|
-3%
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
$134万
|
+$16.5万
|
+7,640
|
+15%
|
|
|
21
|
North Berkeley Wealth Management
Berkeley,
California
|
$128万
|
–
|
–
|
–
|
|
|
22
|
|
$112万
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.4万
|
+$69.8万
|
+32,286
|
+476%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$82.3万
|
–
|
–
|
–
|
|
|
25
|
Parkside Investments
Deerfield,
Illinois
|
$65.4万
|
–
|
–
|
–
|
|
