|
1
|
|
US$6.31億
|
+US$5479萬
|
+1,366,161
|
+10%
|
|
|
2
|
Brown Brothers Harriman & Co
New York
|
US$4.34億
|
+US$9385萬
|
+2,340,036
|
+29%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
US$3.52億
|
+US$1892萬
|
+471,716
|
+6%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
US$2.71億
|
+US$3193萬
|
+796,001
|
+13%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
US$2.54億
|
-US$8735萬
|
-2,177,852
|
-26%
|
|
|
6
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
US$1.6億
|
+US$1.1億
|
+2,751,690
|
+251%
|
|
|
7
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$1.43億
|
-US$394萬
|
-98,267
|
-3%
|
|
|
8
|
Lazard Asset Management
New York
|
US$1.2億
|
+US$1158萬
|
+288,773
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
US$1.06億
|
+US$7549萬
|
+1,882,288
|
+283%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$1.03億
|
+US$1142萬
|
+284,649
|
+13%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
US$8335萬
|
+US$3859萬
|
+962,195
|
+92%
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$8206萬
|
+US$810萬
|
+201,927
|
+11%
|
|
|
13
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
US$7535萬
|
+US$689萬
|
+171,795
|
+11%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
US$7373萬
|
+US$133萬
|
+33,274
|
+2%
|
|
|
15
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
US$7120萬
|
-US$71萬
|
-17,709
|
-1%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
US$7088萬
|
+US$1021萬
|
+254,529
|
+18%
|
|
|
17
|
Prodigy Asset Management
Omaha,
Nebraska
|
US$5138萬
|
+US$1096萬
|
+273,297
|
+28%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$4303萬
|
+US$2458萬
|
+612,944
|
+146%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
US$4037萬
|
+US$152萬
|
+37,943
|
+4%
|
|
|
20
|
Auxano Advisors
Bellevue,
Washington
|
US$3958萬
|
-US$10萬
|
-2,499
|
-0.3%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
US$3366萬
|
-US$48.6萬
|
-12,119
|
-1%
|
|
|
22
|
Pinnacle Associates
New York
|
US$3354萬
|
-US$18萬
|
-4,485
|
-0.6%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
US$2633萬
|
-US$456萬
|
-113,577
|
-15%
|
|
|
24
|
New Republic Capital
Charlotte,
North Carolina
|
US$2235萬
|
+US$125萬
|
+31,061
|
+6%
|
|
|
25
|
Colony Family Offices
Charlotte,
North Carolina
|
US$2135萬
|
+US$101萬
|
+25,190
|
+5%
|
|
