|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
US$6735萬
|
+US$125萬
|
+57,974
|
+2%
|
|
|
2
|
Natural Investments
Windsor,
California
|
US$1312萬
|
-US$12.7萬
|
-5,883
|
-1%
|
|
|
3
|
|
US$1218萬
|
+US$9.15萬
|
+4,233
|
+0.8%
|
|
|
4
|
|
US$614萬
|
-US$124萬
|
-57,161
|
-18%
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
US$574萬
|
+US$1.49萬
|
+687
|
+0.3%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
US$438萬
|
+US$414萬
|
+191,530
|
新
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$386萬
|
+US$9,257
|
+428
|
+0.3%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
US$341萬
|
-US$203萬
|
-94,027
|
-39%
|
|
|
9
|
Westfuller Advisors
New York
|
US$339萬
|
+US$19.6萬
|
+9,069
|
+7%
|
|
|
10
|
TFC Financial Management
Boston,
Massachusetts
|
US$303萬
|
+US$2.38萬
|
+1,102
|
+0.8%
|
|
|
11
|
Garrison Point Advisors
Walnut Creek,
California
|
US$277萬
|
-US$8,586
|
-397
|
-0.3%
|
|
|
12
|
|
US$220萬
|
+US$67.9萬
|
+31,397
|
+49%
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
US$208萬
|
+US$89.3萬
|
+41,301
|
+83%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
US$188萬
|
+US$48萬
|
+22,202
|
+37%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
US$186萬
|
–
|
–
|
–
|
|
|
16
|
Brighton Jones LLC
Seattle,
Washington
|
US$170萬
|
+US$3.16萬
|
+1,463
|
+2%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
US$160萬
|
-US$8.21萬
|
-3,797
|
-5%
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
US$154萬
|
+US$14.1萬
|
+6,539
|
+11%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
US$139萬
|
-US$3.49萬
|
-1,615
|
-3%
|
|
|
20
|
First Pacific Financial
Vancouver,
Washington
|
US$134萬
|
+US$16.5萬
|
+7,640
|
+15%
|
|
|
21
|
North Berkeley Wealth Management
Berkeley,
California
|
US$128萬
|
–
|
–
|
–
|
|
|
22
|
|
US$112萬
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
US$89.4萬
|
+US$69.8萬
|
+32,286
|
+476%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
US$82.3萬
|
–
|
–
|
–
|
|
|
25
|
Parkside Investments
Deerfield,
Illinois
|
US$65.4萬
|
–
|
–
|
–
|
|
