|
1
|
Strategic Financial Services
Utica,
New York
|
US$3.01億
|
-US$116萬
|
-15,834
|
-0.4%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$2.74億
|
-US$34.1萬
|
-4,657
|
-0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
US$2.27億
|
+US$924萬
|
+126,348
|
+4%
|
|
|
4
|
SigFig Wealth Management
San Francisco,
California
|
US$2.2億
|
+US$263萬
|
+35,921
|
+1%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$2.15億
|
+US$1.08億
|
+1,477,785
|
+109%
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
US$1.76億
|
-US$69.9萬
|
-9,556
|
-0.4%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
US$1.59億
|
+US$817萬
|
+111,632
|
+6%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
US$1.37億
|
+US$5556萬
|
+759,481
|
+72%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$8695萬
|
+US$155萬
|
+21,205
|
+2%
|
|
|
10
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
US$8583萬
|
-US$211萬
|
-28,826
|
-2%
|
|
|
11
|
Atomi Financial Group
New York
|
US$5907萬
|
+US$21.9萬
|
+2,996
|
+0.4%
|
|
|
12
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$5571萬
|
+US$34.9萬
|
+4,777
|
+0.7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$5286萬
|
+US$295萬
|
+40,370
|
+6%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
US$5151萬
|
+US$36.4萬
|
+4,981
|
+0.7%
|
|
|
15
|
|
US$5061萬
|
-US$118萬
|
-16,138
|
-2%
|
|
|
16
|
Kestra Investment Management
Austin,
Texas
|
US$4966萬
|
-US$2250萬
|
-307,603
|
-32%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
US$4506萬
|
-US$826萬
|
-112,849
|
-16%
|
|
|
18
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
US$3940萬
|
-US$89.7萬
|
-12,257
|
-2%
|
|
|
19
|
|
US$3875萬
|
-US$139萬
|
-18,974
|
-4%
|
|
|
20
|
Cora Capital Advisors
Marlton,
New Jersey
|
US$3660萬
|
+US$67.5萬
|
+9,228
|
+2%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3530萬
|
-US$446萬
|
-60,898
|
-12%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
US$3058萬
|
+US$36.4萬
|
+4,982
|
+1%
|
|
|
23
|
Pettinga Financial Advisors
Evansville,
Indiana
|
US$3045萬
|
-US$97.4萬
|
-13,318
|
-3%
|
|
|
24
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$2713萬
|
+US$8.49萬
|
+1,160
|
+0.3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
US$2647萬
|
-US$194萬
|
-26,547
|
-7%
|
|
