|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$9960萬
|
+US$54.5萬
|
+14,479
|
+0.5%
|
|
|
2
|
Pinnacle Associates
New York
|
US$2841萬
|
+US$1.57萬
|
+416
|
+0.1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
US$2740萬
|
+US$81.3萬
|
+21,608
|
+3%
|
|
|
4
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
US$1694萬
|
+US$25萬
|
+6,654
|
+1%
|
|
|
5
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
US$1021萬
|
+US$39.9萬
|
+10,607
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$891萬
|
+US$109萬
|
+29,018
|
+14%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$749萬
|
+US$752萬
|
+199,831
|
新
|
|
|
8
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
US$406萬
|
+US$38.6萬
|
+10,269
|
+10%
|
|
|
9
|
|
US$404萬
|
-US$1022萬
|
-271,655
|
-72%
|
|
|
10
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
US$397萬
|
+US$117萬
|
+31,208
|
+45%
|
|
|
11
|
American Money Management
Rancho Santa Fe,
California
|
US$294萬
|
+US$296萬
|
+78,524
|
新
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
US$213萬
|
+US$213萬
|
+56,696
|
新
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
US$184萬
|
+US$185萬
|
+49,026
|
新
|
|
|
14
|
Pathway Financial Advisors
South Burlington,
Vermont
|
US$181萬
|
-US$8.9萬
|
-2,365
|
-5%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
US$154萬
|
-US$858萬
|
-227,876
|
-85%
|
|
|
16
|
Essential Partners
Rancho Santa Fe,
California
|
US$146萬
|
–
|
–
|
–
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
US$107萬
|
+US$18.5萬
|
+4,918
|
+21%
|
|
|
18
|
CIBC Bancorp USA
Chicago,
Illinois
|
US$104萬
|
+US$105萬
|
+27,862
|
新
|
|
|
19
|
Orcam Financial Group
Encinitas,
California
|
US$101萬
|
+US$22.6萬
|
+6,000
|
+29%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
US$92.7萬
|
+US$9.22萬
|
+2,450
|
+11%
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
US$89.3萬
|
+US$24.9萬
|
+6,624
|
+38%
|
|
|
22
|
Hara Capital
Bellevue,
Washington
|
US$80.4萬
|
-US$5,909
|
-157
|
-0.7%
|
|
|
23
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
US$76萬
|
+US$76.3萬
|
+20,284
|
新
|
|
|
24
|
Tempus Wealth Planning
Irvine,
California
|
US$68.3萬
|
-US$228萬
|
-60,510
|
-77%
|
|
|
25
|
LPL Financial
San Diego,
California
|
US$64.9萬
|
-US$24.4萬
|
-6,477
|
-27%
|
|
