|
51
|
Wharton Business Group
Malvern,
Pennsylvania
|
US$2675萬
|
–
|
–
|
–
|
|
|
52
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$2562萬
|
-US$171萬
|
-32,825
|
-6%
|
|
|
53
|
Breakwater Capital Group
Paramus,
New Jersey
|
US$2410萬
|
-US$19.8萬
|
-3,805
|
-0.8%
|
|
|
54
|
Pettinga Financial Advisors
Evansville,
Indiana
|
US$2319萬
|
+US$4.41萬
|
+847
|
+0.2%
|
|
|
55
|
Flynn Zito Capital Management
Garden City,
New York
|
US$2311萬
|
+US$15.6萬
|
+2,997
|
+0.7%
|
|
|
56
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
US$2159萬
|
+US$289萬
|
+55,586
|
+16%
|
|
|
57
|
Allworth Financial
Folsom,
California
|
US$2008萬
|
-US$47.2萬
|
-9,070
|
-2%
|
|
|
58
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
US$1959萬
|
-US$675萬
|
-129,613
|
-26%
|
|
|
59
|
World Investment Advisors
Santa Barbara,
California
|
US$1892萬
|
–
|
–
|
–
|
|
|
60
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
US$1863萬
|
+US$66.7萬
|
+12,810
|
+4%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
US$1771萬
|
+US$155萬
|
+29,843
|
+10%
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
US$1753萬
|
+US$17萬
|
+3,256
|
+1%
|
|
|
63
|
Ted Buchan & Co
San Diego,
California
|
US$1739萬
|
-US$17萬
|
-3,270
|
-1%
|
|
|
64
|
Baker Ellis Asset Management
Vancouver,
Washington
|
US$1706萬
|
-US$15.2萬
|
-2,923
|
-0.9%
|
|
|
65
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
US$1704萬
|
+US$4,321
|
+83
|
+0%
|
|
|
66
|
Jones Financial Companies
Des Peres,
Missouri
|
US$1678萬
|
+US$303萬
|
+58,251
|
+23%
|
|
|
67
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$1662萬
|
-US$53.3萬
|
-10,232
|
-3%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
US$1603萬
|
+US$114萬
|
+21,863
|
+8%
|
|
|
69
|
Essex Financial Services
Essex,
Connecticut
|
US$1504萬
|
+US$12.8萬
|
+2,450
|
+0.9%
|
|
|
70
|
Wood Tarver Financial Group
Boise,
Idaho
|
US$1470萬
|
+US$74.3萬
|
+14,264
|
+6%
|
|
|
71
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
US$1467萬
|
-US$69.1萬
|
-13,280
|
-5%
|
|
|
72
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
US$1437萬
|
-US$202萬
|
-38,890
|
-13%
|
|
|
73
|
Quantinno Capital Management
New York
|
US$1414萬
|
+US$250萬
|
+48,096
|
+23%
|
|
|
74
|
Wealthspire Advisors (New York)
New York
|
US$1405萬
|
+US$204萬
|
+39,250
|
+18%
|
|
|
75
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
US$1403萬
|
-US$12.7萬
|
-2,446
|
-0.9%
|
|
