|
1
|
|
$1.16億
|
-$1037万
|
-336,409
|
-8%
|
|
|
2
|
Pitcairn
Conshohocken,
Pennsylvania
|
$3385万
|
+$138万
|
+44,714
|
+4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3364万
|
+$5.8万
|
+1,884
|
+0.2%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2717万
|
-$143万
|
-46,329
|
-5%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$2484万
|
+$68.9万
|
+22,378
|
+3%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$2353万
|
+$1796万
|
+582,961
|
+332%
|
|
|
7
|
HTLF Bank
Denver,
Colorado
|
$2151万
|
+$16.4万
|
+5,324
|
+0.8%
|
|
|
8
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2009万
|
+$9.47万
|
+3,075
|
+0.5%
|
|
|
9
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$2004万
|
-$1352万
|
-438,883
|
-40%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1807万
|
-$262万
|
-84,951
|
-13%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1744万
|
+$145万
|
+47,221
|
+9%
|
|
|
12
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$884万
|
+$17.8万
|
+5,779
|
+2%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$860万
|
+$2.35万
|
+764
|
+0.3%
|
|
|
14
|
Darwin Wealth Management
Tampa,
Florida
|
$683万
|
+$7.47万
|
+2,426
|
+1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$655万
|
-$115万
|
-37,351
|
-15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$654万
|
-$84.5万
|
-27,411
|
-12%
|
|
|
17
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$624万
|
+$1.13万
|
+368
|
+0.2%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$597万
|
-$183万
|
-59,252
|
-24%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$508万
|
+$46.1万
|
+14,967
|
+10%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$406万
|
-$16.9万
|
-5,482
|
-4%
|
|
|
21
|
Live Oak Investment Partners
Austin,
Texas
|
$356万
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$331万
|
+$37.1万
|
+12,055
|
+13%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$329万
|
-$85.7万
|
-27,810
|
-21%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$325万
|
+$122万
|
+39,600
|
+61%
|
|
|
25
|
Cooper Financial Group
Irvine,
California
|
$319万
|
+$53.9万
|
+17,500
|
+21%
|
|
