|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
US$955萬
|
–
|
–
|
–
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
US$390萬
|
-US$9.7萬
|
-1,469
|
-2%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
US$216萬
|
-US$8.36萬
|
-1,265
|
-4%
|
|
|
4
|
|
US$130萬
|
-US$143萬
|
-21,702
|
-52%
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
US$120萬
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
US$101萬
|
–
|
–
|
–
|
|
|
7
|
|
US$91.7萬
|
+US$6.3萬
|
+953
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$91.6萬
|
+US$9,056
|
+137
|
+1%
|
|
|
9
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
US$89.4萬
|
+US$14.8萬
|
+2,235
|
+19%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$83萬
|
-US$4.63萬
|
-701
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
US$78萬
|
-US$13萬
|
-1,966
|
-14%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
US$66萬
|
+US$18.9萬
|
+2,859
|
+39%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
US$55.6萬
|
-US$3.25萬
|
-492
|
-5%
|
|
|
14
|
Team Hewins
Redwood City,
California
|
US$53.3萬
|
–
|
–
|
–
|
|
|
15
|
Ackerman Asset Management
Rockville,
Maryland
|
US$44.1萬
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
US$41.6萬
|
–
|
–
|
–
|
|
|
17
|
SFMG Wealth Advisors
Plano,
Texas
|
US$40.7萬
|
–
|
–
|
–
|
|
|
18
|
Ascent Advisors
Mankato,
Minnesota
|
US$38.7萬
|
-US$502萬
|
-75,950
|
-93%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
US$38.2萬
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
US$34.1萬
|
+US$34.7萬
|
+5,257
|
新
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
US$33.8萬
|
+US$4,891
|
+74
|
+1%
|
|
|
22
|
|
US$33.1萬
|
+US$26萬
|
+3,930
|
+314%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
US$30.3萬
|
+US$1.13萬
|
+171
|
+4%
|
|
|
24
|
Willner & Heller
Encino,
California
|
US$27.7萬
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$27.6萬
|
–
|
–
|
–
|
|
