|
1
|
|
$5.3億
|
–
|
–
|
–
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$3.19億
|
+$75.2万
|
+20,006
|
+0.2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.88億
|
+$1769万
|
+470,500
|
+7%
|
|
|
4
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.34億
|
+$1308万
|
+347,969
|
+11%
|
|
|
5
|
Lazard Asset Management
New York
|
$9620万
|
+$3709万
|
+986,402
|
+65%
|
|
|
6
|
Brown Brothers Harriman & Co
New York
|
$8618万
|
+$4887万
|
+1,299,496
|
+138%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7256万
|
+$2815万
|
+748,613
|
+66%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$6357万
|
+$6216万
|
+1,652,954
|
新規
|
|
|
9
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$6114万
|
+$416万
|
+110,606
|
+7%
|
|
|
10
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5312万
|
+$802万
|
+213,284
|
+18%
|
|
|
11
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$4215万
|
–
|
–
|
–
|
|
|
12
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$3659万
|
+$3578万
|
+951,420
|
新規
|
|
|
13
|
Pinnacle Associates
New York
|
$3224万
|
+$12.1万
|
+3,215
|
+0.4%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$3119万
|
+$327万
|
+86,987
|
+12%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3019万
|
+$2393万
|
+636,315
|
+513%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$2742万
|
+$160万
|
+42,591
|
+6%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2683万
|
+$131万
|
+34,762
|
+5%
|
|
|
18
|
Prodigy Asset Management
Omaha,
Nebraska
|
$2479万
|
+$2041万
|
+542,866
|
+534%
|
|
|
19
|
Auxano Advisors
Bellevue,
Washington
|
$2350万
|
+$90.6万
|
+24,092
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2331万
|
+$1638万
|
+435,615
|
+255%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$2327万
|
+$582万
|
+154,897
|
+34%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$1926万
|
+$145万
|
+38,656
|
+8%
|
|
|
23
|
Colony Family Offices
Charlotte,
North Carolina
|
$1736万
|
+$145万
|
+38,587
|
+9%
|
|
|
24
|
Verum Partners
Charlotte,
North Carolina
|
$1627万
|
+$63.2万
|
+16,816
|
+4%
|
|
|
25
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1618万
|
+$73.9万
|
+19,655
|
+5%
|
|
