|
1
|
Cache Advisors
San Francisco,
California
|
US$1.07億
|
–
|
–
|
–
|
|
|
2
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
US$4882萬
|
-US$248萬
|
-45,031
|
-5%
|
|
|
3
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
US$1934萬
|
–
|
–
|
–
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$1259萬
|
-US$1.14萬
|
-207
|
-0.1%
|
|
|
5
|
Quantinno Capital Management
New York
|
US$989萬
|
+US$955萬
|
+173,666
|
新
|
|
|
6
|
Everest Management Corp
Cupertino,
California
|
US$635萬
|
-US$259萬
|
-47,025
|
-30%
|
|
|
7
|
|
US$523萬
|
–
|
–
|
–
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
US$477萬
|
–
|
–
|
–
|
|
|
9
|
Family CFO
Los Altos,
California
|
US$359萬
|
–
|
–
|
–
|
|
|
10
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
US$342萬
|
+US$330萬
|
+60,080
|
新
|
|
|
11
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$253萬
|
+US$244萬
|
+44,451
|
新
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$230萬
|
–
|
–
|
–
|
|
|
13
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
US$220萬
|
–
|
–
|
–
|
|
|
14
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$205萬
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
US$202萬
|
–
|
–
|
–
|
|
|
16
|
Downshift Financial
Boulder,
Colorado
|
US$201萬
|
+US$194萬
|
+35,307
|
新
|
|
|
17
|
Meridian Wealth Management
Lexington,
Kentucky
|
US$197萬
|
–
|
–
|
–
|
|
|
18
|
Foundry Financial
Pasadena,
California
|
US$170萬
|
–
|
–
|
–
|
|
|
19
|
One Degree Advisors
San Diego,
California
|
US$165萬
|
-US$8.82萬
|
-1,605
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$160萬
|
+US$128萬
|
+23,328
|
+479%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
US$160萬
|
+US$155萬
|
+28,150
|
新
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$147萬
|
–
|
–
|
–
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
US$145萬
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$134萬
|
–
|
–
|
–
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
US$111萬
|
–
|
–
|
–
|
|
