|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.38億
|
+$738万
|
+162,155
|
+6%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$3475万
|
-$240万
|
-52,659
|
-7%
|
|
|
3
|
Watchman Group
Plano,
Texas
|
$3460万
|
+$132万
|
+29,007
|
+4%
|
|
|
4
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3313万
|
+$47.7万
|
+10,479
|
+1%
|
|
|
5
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3110万
|
+$257万
|
+56,451
|
+9%
|
|
|
6
|
|
$2406万
|
+$865万
|
+189,877
|
+57%
|
|
|
7
|
Fulton Bank
Lancaster,
Pennsylvania
|
$2075万
|
+$421万
|
+92,522
|
+26%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1966万
|
-$345万
|
-75,690
|
-15%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1926万
|
+$1896万
|
+416,432
|
新規
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
$1447万
|
+$158万
|
+34,657
|
+12%
|
|
|
11
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$1323万
|
+$157万
|
+34,488
|
+14%
|
|
|
12
|
Old Port Advisors
Portland,
Maine
|
$1256万
|
+$106万
|
+23,198
|
+9%
|
|
|
13
|
|
$1127万
|
+$3.23万
|
+710
|
+0.3%
|
|
|
14
|
Fortem Financial Group
Palm Desert,
California
|
$1010万
|
+$18.6万
|
+4,076
|
+2%
|
|
|
15
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$933万
|
+$69.5万
|
+15,262
|
+8%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
$824万
|
-$119万
|
-26,216
|
-13%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$611万
|
+$112万
|
+24,601
|
+23%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$609万
|
+$11.8万
|
+2,600
|
+2%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$552万
|
-$157万
|
-34,481
|
-22%
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$509万
|
+$502万
|
+110,158
|
新規
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$427万
|
+$10.4万
|
+2,290
|
+3%
|
|
|
22
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$386万
|
-$2.94万
|
-645
|
-0.8%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$341万
|
-$15.5万
|
-3,393
|
-4%
|
|
|
24
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$325万
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$225万
|
+$31.5万
|
+6,923
|
+17%
|
|
