|
1
|
|
$6.31億
|
+$5479万
|
+1,366,161
|
+10%
|
|
|
2
|
Brown Brothers Harriman & Co
New York
|
$4.34億
|
+$9385万
|
+2,340,036
|
+29%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.52億
|
+$1892万
|
+471,716
|
+6%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$2.71億
|
+$3193万
|
+796,001
|
+13%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$2.54億
|
-$8735万
|
-2,177,852
|
-26%
|
|
|
6
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$1.6億
|
+$1.1億
|
+2,751,690
|
+251%
|
|
|
7
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.43億
|
-$394万
|
-98,267
|
-3%
|
|
|
8
|
Lazard Asset Management
New York
|
$1.2億
|
+$1158万
|
+288,773
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.06億
|
+$7549万
|
+1,882,288
|
+283%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.03億
|
+$1142万
|
+284,649
|
+13%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
$8335万
|
+$3859万
|
+962,195
|
+92%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$8206万
|
+$810万
|
+201,927
|
+11%
|
|
|
13
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$7535万
|
+$689万
|
+171,795
|
+11%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$7373万
|
+$133万
|
+33,274
|
+2%
|
|
|
15
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$7120万
|
-$71万
|
-17,709
|
-1%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$7088万
|
+$1021万
|
+254,529
|
+18%
|
|
|
17
|
Prodigy Asset Management
Omaha,
Nebraska
|
$5138万
|
+$1096万
|
+273,297
|
+28%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4303万
|
+$2458万
|
+612,944
|
+146%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$4037万
|
+$152万
|
+37,943
|
+4%
|
|
|
20
|
Auxano Advisors
Bellevue,
Washington
|
$3958万
|
-$10万
|
-2,499
|
-0.3%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$3366万
|
-$48.6万
|
-12,119
|
-1%
|
|
|
22
|
Pinnacle Associates
New York
|
$3354万
|
-$18万
|
-4,485
|
-0.6%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2633万
|
-$456万
|
-113,577
|
-15%
|
|
|
24
|
New Republic Capital
Charlotte,
North Carolina
|
$2235万
|
+$125万
|
+31,061
|
+6%
|
|
|
25
|
Colony Family Offices
Charlotte,
North Carolina
|
$2135万
|
+$101万
|
+25,190
|
+5%
|
|
