|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6919万
|
+$557万
|
+64,000
|
+11%
|
|
|
2
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$4778万
|
+$96万
|
+11,035
|
+2%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$911万
|
-$3.18億
|
-3,657,448
|
-30%
|
|
|
4
|
Dedeker Financial
St. Louis Park,
Minnesota
|
$894万
|
-$39.3万
|
-4,520
|
-5%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$852万
|
+$711万
|
+81,681
|
新規
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$607万
|
-$1.96万
|
-225
|
-0.4%
|
|
|
7
|
HUB Investment Partners
Austin,
Texas
|
$263万
|
+$2,871
|
+33
|
+0.1%
|
|
|
8
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$259万
|
–
|
–
|
–
|
|
|
9
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$258万
|
-$211万
|
-24,203
|
-49%
|
|
|
10
|
Simplicity Wealth
Summit,
New Jersey
|
$217万
|
+$181万
|
+20,821
|
新規
|
|
|
11
|
Beaton Management Company
Haverhill,
Massachusetts
|
$203万
|
-$13.1万
|
-1,500
|
-7%
|
|
|
12
|
Quantinno Capital Management
New York
|
$177万
|
-$40.6万
|
-4,662
|
-22%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$159万
|
-$39.6万
|
-4,552
|
-23%
|
|
|
14
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$150万
|
+$3.57万
|
+410
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$141万
|
+$3.77万
|
+433
|
+3%
|
|
|
16
|
Morse Asset Management
Darien,
Connecticut
|
$140万
|
-$37.8万
|
-4,350
|
-25%
|
|
|
17
|
Client First Investment Management
West Bend,
Wisconsin
|
$112万
|
+$93.6万
|
+10,756
|
新規
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$109万
|
+$1.31万
|
+150
|
+1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$109万
|
+$8.46万
|
+972
|
+10%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$103万
|
+$22.9万
|
+2,634
|
+36%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$102万
|
-$33.5万
|
-3,852
|
-28%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$98.2万
|
+$82万
|
+9,421
|
新規
|
|
|
23
|
Valeo Financial Advisors
Carmel,
Indiana
|
$95.9万
|
–
|
–
|
–
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80.9万
|
-$4.06万
|
-467
|
-5%
|
|
|
25
|
|
$72.9万
|
-$41.5万
|
-4,765
|
-41%
|
|
