|
1
|
|
US$4.99億
|
+US$1.79億
|
+5,124,864
|
+59%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
US$2.99億
|
+US$473萬
|
+135,354
|
+2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
US$2.54億
|
+US$700萬
|
+200,508
|
+3%
|
|
|
4
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$1.14億
|
+US$1.1億
|
+3,145,815
|
新
|
|
|
5
|
Gitterman Wealth Management
Edison,
New Jersey
|
US$5875萬
|
-US$5.48萬
|
-1,570
|
-0.1%
|
|
|
6
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
US$5356萬
|
+US$251萬
|
+71,758
|
+5%
|
|
|
7
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$4227萬
|
+US$325萬
|
+93,000
|
+9%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$4119萬
|
+US$473萬
|
+135,405
|
+14%
|
|
|
9
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
US$3967萬
|
+US$3827萬
|
+1,096,022
|
新
|
|
|
10
|
Brown Brothers Harriman & Co
New York
|
US$3406萬
|
+US$2733萬
|
+782,842
|
+494%
|
|
|
11
|
Pinnacle Associates
New York
|
US$3022萬
|
+US$22.6萬
|
+6,483
|
+0.8%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$2620萬
|
+US$124萬
|
+35,482
|
+5%
|
|
|
13
|
Lazard Asset Management
New York
|
US$2485萬
|
+US$1161萬
|
+332,648
|
+28%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
US$2426萬
|
-US$1711萬
|
-490,055
|
-42%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
US$2399萬
|
+US$236萬
|
+67,602
|
+11%
|
|
|
16
|
Auxano Advisors
Bellevue,
Washington
|
US$2124萬
|
+US$90.6萬
|
+25,960
|
+5%
|
|
|
17
|
HB Wealth Management
Atlanta,
Georgia
|
US$1673萬
|
+US$98.2萬
|
+28,115
|
+6%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
US$1629萬
|
+US$1563萬
|
+447,706
|
+18,296%
|
|
|
19
|
Colony Family Offices
Charlotte,
North Carolina
|
US$1497萬
|
-US$345萬
|
-98,910
|
-19%
|
|
|
20
|
Verum Partners
Charlotte,
North Carolina
|
US$1470萬
|
+US$115萬
|
+33,020
|
+9%
|
|
|
21
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
US$1452萬
|
+US$41.7萬
|
+11,929
|
+3%
|
|
|
22
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
US$1351萬
|
+US$49.7萬
|
+14,247
|
+4%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
US$1317萬
|
-US$16.8萬
|
-4,804
|
-1%
|
|
|
24
|
New Republic Capital
Charlotte,
North Carolina
|
US$1215萬
|
+US$390萬
|
+111,750
|
+50%
|
|
|
25
|
Alpha Advisors
Richmond,
Virginia
|
US$1112萬
|
+US$23.7萬
|
+6,796
|
+2%
|
|
