|
26
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
US$4095萬
|
+US$1333萬
|
+551,336
|
+48%
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
US$4060萬
|
+US$389萬
|
+160,776
|
+11%
|
|
|
28
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$3985萬
|
+US$2065萬
|
+854,354
|
+107%
|
|
|
29
|
Davenport & Co
Richmond,
Virginia
|
US$3971萬
|
+US$366萬
|
+151,358
|
+10%
|
|
|
30
|
Morningstar Investment Management
Chicago,
Illinois
|
US$3916萬
|
–
|
–
|
–
|
|
|
31
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
US$3893萬
|
+US$165萬
|
+68,144
|
+4%
|
|
|
32
|
Willis Johnson & Associates
Houston,
Texas
|
US$3888萬
|
+US$370萬
|
+152,932
|
+10%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$3830萬
|
+US$1889萬
|
+781,675
|
+97%
|
|
|
34
|
|
US$3755萬
|
-US$332萬
|
-137,165
|
-8%
|
|
|
35
|
MAI Capital Management
Independence,
Ohio
|
US$3537萬
|
+US$240萬
|
+99,423
|
+7%
|
|
|
36
|
Leavell Investment Management
Mobile,
Alabama
|
US$3430萬
|
+US$136萬
|
+56,342
|
+4%
|
|
|
37
|
Access Financial Services
Minneapolis,
Minnesota
|
US$3378萬
|
+US$38萬
|
+15,726
|
+1%
|
|
|
38
|
United Capital Management of KS
Salina,
Kansas
|
US$2918萬
|
+US$85.2萬
|
+35,237
|
+3%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
US$2865萬
|
-US$517萬
|
-213,710
|
-15%
|
|
|
40
|
Passive Capital Management
Baltimore,
Maryland
|
US$2842萬
|
-US$165萬
|
-68,149
|
-6%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
US$2750萬
|
+US$90.9萬
|
+37,603
|
+3%
|
|
|
42
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
US$2681萬
|
+US$357萬
|
+147,695
|
+15%
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
US$2616萬
|
+US$61.8萬
|
+25,548
|
+2%
|
|
|
44
|
Holcombe Financial
Atlanta,
Georgia
|
US$2476萬
|
-US$9.7萬
|
-4,027
|
-0.4%
|
|
|
45
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
US$2330萬
|
+US$189萬
|
+78,368
|
+9%
|
|
|
46
|
Alesco Advisors
Pittsford,
New York
|
US$2223萬
|
+US$408萬
|
+168,779
|
+22%
|
|
|
47
|
Savant Capital
Rockford,
Illinois
|
US$2188萬
|
+US$1093萬
|
+452,369
|
+100%
|
|
|
48
|
Journey Advisory Group
Covington,
Kentucky
|
US$2175萬
|
+US$99.3萬
|
+41,069
|
+5%
|
|
|
49
|
Kestra Investment Management
Austin,
Texas
|
US$2152萬
|
-US$766萬
|
-316,903
|
-26%
|
|
|
50
|
Ballast Advisors
Woodbury,
Minnesota
|
US$2101萬
|
+US$2104萬
|
+870,406
|
新
|
|
