|
1
|
American Century Companies
Kansas City,
Missouri
|
US$2223萬
|
+US$331萬
|
+47,456
|
+17%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
US$1280萬
|
+US$27.8萬
|
+3,989
|
+2%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
US$1078萬
|
+US$131萬
|
+18,803
|
+14%
|
|
|
4
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
US$875萬
|
+US$104萬
|
+14,926
|
+13%
|
|
|
5
|
Timonier Family Office
Winston Salem,
North Carolina
|
US$571萬
|
+US$575萬
|
+82,404
|
新
|
|
|
6
|
|
US$302萬
|
-US$44.9萬
|
-6,445
|
-13%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
US$219萬
|
+US$220萬
|
+31,618
|
新
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$186萬
|
+US$2.66萬
|
+381
|
+1%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$145萬
|
+US$18萬
|
+2,581
|
+14%
|
|
|
10
|
Vista Capital Partners
Portland,
Oregon
|
US$138萬
|
-US$9,901
|
-142
|
-0.7%
|
|
|
11
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
US$133萬
|
+US$13.5萬
|
+1,931
|
+11%
|
|
|
12
|
Cypress Point Wealth Management
Dallas,
Texas
|
US$129萬
|
+US$8.72萬
|
+1,251
|
+7%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
US$106萬
|
-US$4.39萬
|
-630
|
-4%
|
|
|
14
|
Cloud Capital Management
Seattle,
Washington
|
US$81.7萬
|
+US$6.16萬
|
+883
|
+8%
|
|
|
15
|
Three Arch Wealth Management
Irvine,
California
|
US$81.4萬
|
–
|
–
|
–
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
US$74.9萬
|
+US$10.2萬
|
+1,456
|
+16%
|
|
|
17
|
LAM Group
Lake Oswego,
Oregon
|
US$68.3萬
|
+US$3.9萬
|
+560
|
+6%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
US$54.2萬
|
+US$13.1萬
|
+1,880
|
+30%
|
|
|
19
|
Kane Co Wealth Management
Johnston,
Iowa
|
US$40.4萬
|
+US$3.18萬
|
+456
|
+8%
|
|
|
20
|
B&D White Capital Company
Lakeway,
Texas
|
US$37.9萬
|
+US$767
|
+11
|
+0.2%
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
US$36.2萬
|
+US$139
|
+2
|
+0%
|
|
|
22
|
Mills Wealth Advisors
Southlake,
Texas
|
US$29.2萬
|
+US$1.03萬
|
+148
|
+4%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$26.1萬
|
+US$26.2萬
|
+3,761
|
新
|
|
|
24
|
WorthPointe
La Jolla,
California
|
US$24.8萬
|
+US$24.9萬
|
+3,574
|
新
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
US$22.6萬
|
+US$697
|
+10
|
+0.3%
|
|
