|
1
|
Cache Advisors
San Francisco,
California
|
US$1.93億
|
–
|
–
|
–
|
|
|
2
|
Everest Management Corp
Cupertino,
California
|
US$2000萬
|
-US$23.5萬
|
-4,547
|
-1%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$1913萬
|
–
|
–
|
–
|
|
|
4
|
Vise Technologies
New York
|
US$1243萬
|
+US$1209萬
|
+233,703
|
新
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1237萬
|
-US$3.78萬
|
-731
|
-0.3%
|
|
|
6
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$1220萬
|
–
|
–
|
–
|
|
|
7
|
Flatrock Wealth Partners
Newport Beach,
California
|
US$541萬
|
–
|
–
|
–
|
|
|
8
|
Seed Wealth Management
Evanston,
Illinois
|
US$485萬
|
-US$1.4萬
|
-271
|
-0.3%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
US$443萬
|
–
|
–
|
–
|
|
|
10
|
Soundwatch Capital
Rowayton,
Connecticut
|
US$443萬
|
–
|
–
|
–
|
|
|
11
|
Meredith Wealth Planning
Maryville,
Illinois
|
US$431萬
|
-US$1.59萬
|
-307
|
-0.4%
|
|
|
12
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$416萬
|
-US$106萬
|
-20,399
|
-20%
|
|
|
13
|
|
US$346萬
|
-US$7.27萬
|
-1,405
|
-2%
|
|
|
14
|
Quantinno Capital Management
New York
|
US$284萬
|
+US$148萬
|
+28,647
|
+116%
|
|
|
15
|
One Degree Advisors
San Diego,
California
|
US$270萬
|
–
|
–
|
–
|
|
|
16
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
US$261萬
|
–
|
–
|
–
|
|
|
17
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
US$229萬
|
–
|
–
|
–
|
|
|
18
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$210萬
|
–
|
–
|
–
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$198萬
|
-US$2.45萬
|
-473
|
-1%
|
|
|
20
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
US$175萬
|
–
|
–
|
–
|
|
|
21
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
US$170萬
|
-US$4.14萬
|
-800
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$157萬
|
+US$2.46萬
|
+476
|
+2%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
US$147萬
|
–
|
–
|
–
|
|
|
24
|
AQR Capital Management
Greenwich,
Connecticut
|
US$108萬
|
-US$8.34萬
|
-1,612
|
-7%
|
|
|
25
|
Family CFO
Los Altos,
California
|
US$106萬
|
–
|
–
|
–
|
|
