|
1
|
SEI Investments
Oaks,
Pennsylvania
|
US$1266萬
|
-US$59.4萬
|
-10,834
|
-5%
|
|
|
2
|
Bailard
Foster City,
California
|
US$773萬
|
+US$37.7萬
|
+6,881
|
+5%
|
|
|
3
|
Invera Wealth Advisors
Bend,
Oregon
|
US$574萬
|
-US$42.7萬
|
-7,783
|
-7%
|
|
|
4
|
Values Added Financial
Washington,
District of Columbia
|
US$538萬
|
+US$29.8萬
|
+5,435
|
+6%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
US$344萬
|
+US$7,016
|
+128
|
+0.2%
|
|
|
6
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
US$240萬
|
-US$12.7萬
|
-2,326
|
-5%
|
|
|
7
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
US$174萬
|
-US$20.9萬
|
-3,819
|
-11%
|
|
|
8
|
Robertson Stephens Wealth Management
San Francisco,
California
|
US$171萬
|
-US$7.27萬
|
-1,326
|
-4%
|
|
|
9
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$143萬
|
-US$2.31萬
|
-422
|
-2%
|
|
|
10
|
Plum Street Advisors
New Orleans,
Louisiana
|
US$139萬
|
+US$3.24萬
|
+592
|
+3%
|
|
|
11
|
Lazard Asset Management
New York
|
US$126萬
|
–
|
–
|
–
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
US$124萬
|
+US$7,125
|
+130
|
+0.6%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
US$116萬
|
+US$7,125
|
+130
|
+0.7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
US$98.4萬
|
+US$8.39萬
|
+1,530
|
+10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
US$97萬
|
+US$7.67萬
|
+1,400
|
+9%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$83.6萬
|
+US$20.4萬
|
+3,731
|
+35%
|
|
|
17
|
Fairlight Advisors
San Francisco,
California
|
US$77.7萬
|
+US$73.5萬
|
+13,402
|
新
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
US$75萬
|
+US$8,441
|
+154
|
+1%
|
|
|
19
|
Gould Asset Management
Claremont,
California
|
US$72.7萬
|
–
|
–
|
–
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
US$61.2萬
|
+US$9.7萬
|
+1,775
|
+20%
|
|
|
21
|
Ally Invest Advisors
Charlotte,
North Carolina
|
US$60.8萬
|
+US$1.04萬
|
+190
|
+2%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
US$58.6萬
|
+US$4.68萬
|
+853
|
+9%
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
US$58萬
|
+US$54.9萬
|
+10,016
|
新
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
US$57.3萬
|
+US$1.62萬
|
+295
|
+3%
|
|
|
25
|
Haverford Trust Company
Radnor,
Pennsylvania
|
US$57.1萬
|
–
|
–
|
–
|
|
