|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$6.41億
|
-US$2501萬
|
-636,651
|
-4%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$4.02億
|
+US$3476萬
|
+884,730
|
+10%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$3.59億
|
+US$4408萬
|
+1,121,790
|
+15%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$2.15億
|
-US$182萬
|
-46,241
|
-0.9%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
US$2.02億
|
-US$1267萬
|
-322,353
|
-6%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$1.78億
|
+US$584萬
|
+148,694
|
+4%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
US$1.31億
|
+US$414萬
|
+105,412
|
+3%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$1.3億
|
+US$469萬
|
+119,364
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
US$1.3億
|
-US$110萬
|
-27,930
|
-0.9%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
US$1.06億
|
-US$295萬
|
-75,055
|
-3%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
US$1億
|
-US$84.5萬
|
-21,511
|
-0.9%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
US$9513萬
|
-US$1.84億
|
-4,694,778
|
-67%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
US$9483萬
|
+US$83.5萬
|
+21,243
|
+0.9%
|
|
|
14
|
MASECO Private Wealth
London,
|
US$9378萬
|
+US$241萬
|
+61,342
|
+3%
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
US$9293萬
|
-US$301萬
|
-76,506
|
-3%
|
|
|
16
|
Greenspring Advisors
Towson,
Maryland
|
US$9246萬
|
-US$155萬
|
-39,353
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
US$9207萬
|
+US$826萬
|
+210,336
|
+10%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$8766萬
|
-US$383萬
|
-97,415
|
-4%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
US$7940萬
|
-US$75.3萬
|
-19,165
|
-1%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
US$7752萬
|
+US$394萬
|
+100,340
|
+6%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$7287萬
|
+US$218萬
|
+55,552
|
+3%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$7224萬
|
+US$126萬
|
+32,069
|
+2%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
US$6530萬
|
+US$37.3萬
|
+9,486
|
+0.6%
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$6402萬
|
-US$291萬
|
-74,023
|
-4%
|
|
|
25
|
Symmetry Partners
Glastonbury,
Connecticut
|
US$6047萬
|
+US$60.6萬
|
+15,417
|
+1%
|
|
