|
1
|
Mercer Global Advisors
Denver,
Colorado
|
US$12.2億
|
+US$1.11億
|
+3,281,893
|
+10%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
US$11.1億
|
+US$1.11億
|
+3,285,675
|
+11%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$5.85億
|
+US$5480萬
|
+1,618,435
|
+10%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
US$2.17億
|
+US$349萬
|
+103,165
|
+2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$1.8億
|
-US$73.9萬
|
-21,816
|
-0.4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.62億
|
+US$1140萬
|
+336,629
|
+8%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.27億
|
+US$1990萬
|
+587,865
|
+19%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
US$1.05億
|
-US$6994萬
|
-2,065,769
|
-40%
|
|
|
9
|
Clearstead Advisors
Cleveland,
Ohio
|
US$1.04億
|
-US$8425萬
|
-2,488,253
|
-45%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$9578萬
|
+US$422萬
|
+124,700
|
+5%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
US$7721萬
|
-US$454萬
|
-134,127
|
-6%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
US$7156萬
|
+US$333萬
|
+98,390
|
+5%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
US$7059萬
|
+US$748萬
|
+221,057
|
+12%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
US$6728萬
|
+US$11.9萬
|
+3,521
|
+0.2%
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
US$6361萬
|
+US$125萬
|
+36,817
|
+2%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
US$5973萬
|
+US$165萬
|
+48,709
|
+3%
|
|
|
17
|
Satovsky Asset Management
New York
|
US$5867萬
|
+US$19.1萬
|
+5,643
|
+0.3%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$5623萬
|
+US$1057萬
|
+312,187
|
+23%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
US$5276萬
|
+US$5231萬
|
+1,544,909
|
+120,980%
|
|
|
20
|
Park Avenue Securities
New York
|
US$4689萬
|
+US$335萬
|
+98,900
|
+8%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
US$4515萬
|
-US$88.8萬
|
-26,219
|
-2%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
US$4462萬
|
+US$288萬
|
+85,082
|
+7%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
US$4442萬
|
+US$221萬
|
+65,194
|
+5%
|
|
|
24
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
US$4373萬
|
+US$62.9萬
|
+18,567
|
+1%
|
|
|
25
|
|
US$3466萬
|
-US$1263萬
|
-372,939
|
-27%
|
|
