|
1
|
|
$4.99億
|
+$1.79億
|
+5,124,864
|
+59%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$2.99億
|
+$473万
|
+135,354
|
+2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.54億
|
+$700万
|
+200,508
|
+3%
|
|
|
4
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.14億
|
+$1.1億
|
+3,145,815
|
新規
|
|
|
5
|
Gitterman Wealth Management
Edison,
New Jersey
|
$5875万
|
-$5.48万
|
-1,570
|
-0.1%
|
|
|
6
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$5356万
|
+$251万
|
+71,758
|
+5%
|
|
|
7
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4227万
|
+$325万
|
+93,000
|
+9%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4119万
|
+$473万
|
+135,405
|
+14%
|
|
|
9
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$3967万
|
+$3827万
|
+1,096,022
|
新規
|
|
|
10
|
Brown Brothers Harriman & Co
New York
|
$3406万
|
+$2733万
|
+782,842
|
+494%
|
|
|
11
|
Pinnacle Associates
New York
|
$3022万
|
+$22.6万
|
+6,483
|
+0.8%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2620万
|
+$124万
|
+35,482
|
+5%
|
|
|
13
|
Lazard Asset Management
New York
|
$2485万
|
+$1161万
|
+332,648
|
+28%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$2426万
|
-$1711万
|
-490,055
|
-42%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2399万
|
+$236万
|
+67,602
|
+11%
|
|
|
16
|
Auxano Advisors
Bellevue,
Washington
|
$2124万
|
+$90.6万
|
+25,960
|
+5%
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
$1673万
|
+$98.2万
|
+28,115
|
+6%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$1629万
|
+$1563万
|
+447,706
|
+18,296%
|
|
|
19
|
Colony Family Offices
Charlotte,
North Carolina
|
$1497万
|
-$345万
|
-98,910
|
-19%
|
|
|
20
|
Verum Partners
Charlotte,
North Carolina
|
$1470万
|
+$115万
|
+33,020
|
+9%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1452万
|
+$41.7万
|
+11,929
|
+3%
|
|
|
22
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1351万
|
+$49.7万
|
+14,247
|
+4%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1317万
|
-$16.8万
|
-4,804
|
-1%
|
|
|
24
|
New Republic Capital
Charlotte,
North Carolina
|
$1215万
|
+$390万
|
+111,750
|
+50%
|
|
|
25
|
Alpha Advisors
Richmond,
Virginia
|
$1112万
|
+$23.7万
|
+6,796
|
+2%
|
|
