|
1
|
|
US$5.3億
|
–
|
–
|
–
|
|
|
2
|
Allworth Financial
Folsom,
California
|
US$3.19億
|
+US$75.2萬
|
+20,006
|
+0.2%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
US$2.88億
|
+US$1769萬
|
+470,500
|
+7%
|
|
|
4
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$1.34億
|
+US$1308萬
|
+347,969
|
+11%
|
|
|
5
|
Lazard Asset Management
New York
|
US$9620萬
|
+US$3709萬
|
+986,402
|
+65%
|
|
|
6
|
Brown Brothers Harriman & Co
New York
|
US$8618萬
|
+US$4887萬
|
+1,299,496
|
+138%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$7256萬
|
+US$2815萬
|
+748,613
|
+66%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
US$6357萬
|
+US$6216萬
|
+1,652,954
|
新
|
|
|
9
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
US$6114萬
|
+US$416萬
|
+110,606
|
+7%
|
|
|
10
|
Crestwood Advisors Group
Boston,
Massachusetts
|
US$5312萬
|
+US$802萬
|
+213,284
|
+18%
|
|
|
11
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
US$4215萬
|
–
|
–
|
–
|
|
|
12
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
US$3659萬
|
+US$3578萬
|
+951,420
|
新
|
|
|
13
|
Pinnacle Associates
New York
|
US$3224萬
|
+US$12.1萬
|
+3,215
|
+0.4%
|
|
|
14
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$3119萬
|
+US$327萬
|
+86,987
|
+12%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$3019萬
|
+US$2393萬
|
+636,315
|
+513%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
US$2742萬
|
+US$160萬
|
+42,591
|
+6%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
US$2683萬
|
+US$131萬
|
+34,762
|
+5%
|
|
|
18
|
Prodigy Asset Management
Omaha,
Nebraska
|
US$2479萬
|
+US$2041萬
|
+542,866
|
+534%
|
|
|
19
|
Auxano Advisors
Bellevue,
Washington
|
US$2350萬
|
+US$90.6萬
|
+24,092
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
US$2331萬
|
+US$1638萬
|
+435,615
|
+255%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
US$2327萬
|
+US$582萬
|
+154,897
|
+34%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
US$1926萬
|
+US$145萬
|
+38,656
|
+8%
|
|
|
23
|
Colony Family Offices
Charlotte,
North Carolina
|
US$1736萬
|
+US$145萬
|
+38,587
|
+9%
|
|
|
24
|
Verum Partners
Charlotte,
North Carolina
|
US$1627萬
|
+US$63.2萬
|
+16,816
|
+4%
|
|
|
25
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
US$1618萬
|
+US$73.9萬
|
+19,655
|
+5%
|
|
