|
26
|
Wells Fargo
San Francisco,
California
|
US$4653萬
|
+US$284萬
|
+51,794
|
+7%
|
|
|
27
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
US$4150萬
|
+US$134萬
|
+24,469
|
+3%
|
|
|
28
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
US$4130萬
|
-US$3.39萬
|
-618
|
-0.1%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
US$4006萬
|
-US$419萬
|
-76,405
|
-10%
|
|
|
30
|
Forum Financial Management
Lombard,
Illinois
|
US$3854萬
|
-US$1085萬
|
-197,694
|
-22%
|
|
|
31
|
Facet Wealth Inc
Baltimore,
Maryland
|
US$3845萬
|
+US$505萬
|
+92,041
|
+15%
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$3752萬
|
-US$85.4萬
|
-15,568
|
-2%
|
|
|
33
|
Quadratic Capital Management
Greenwich,
Connecticut
|
US$3674萬
|
+US$3073萬
|
+559,922
|
+529%
|
|
|
34
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
US$3532萬
|
–
|
–
|
–
|
|
|
35
|
Rockefeller Capital Management
New York
|
US$2826萬
|
+US$36.2萬
|
+6,589
|
+1%
|
|
|
36
|
Tortoise Investment Management
White Plains,
New York
|
US$2736萬
|
+US$314萬
|
+57,195
|
+13%
|
|
|
37
|
Checchi Capital Advisers
Beverly Hills,
California
|
US$2727萬
|
+US$271萬
|
+49,306
|
+11%
|
|
|
38
|
|
US$2626萬
|
-US$1225萬
|
-223,309
|
-32%
|
|
|
39
|
First Financial Bankshares
Abilene,
Texas
|
US$2390萬
|
+US$69.6萬
|
+12,674
|
+3%
|
|
|
40
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
US$2371萬
|
+US$196萬
|
+35,764
|
+9%
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
US$2324萬
|
+US$142萬
|
+25,965
|
+7%
|
|
|
42
|
GenWealth Group
Maplewood,
New Jersey
|
US$2286萬
|
+US$112萬
|
+20,493
|
+5%
|
|
|
43
|
Nottingham Advisors
Amherst,
New York
|
US$2222萬
|
-US$618萬
|
-112,527
|
-28%
|
|
|
44
|
National Bank of Canada
Montreal,
Quebec, Canada
|
US$2164萬
|
-US$80.2萬
|
-14,612
|
-4%
|
|
|
45
|
GTS Securities
Miami,
Florida
|
US$2048萬
|
+US$2036萬
|
+371,068
|
新
|
|
|
46
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
US$2025萬
|
+US$267萬
|
+48,604
|
+15%
|
|
|
47
|
Gleason Group
Prospect,
Kentucky
|
US$1986萬
|
+US$23.2萬
|
+4,233
|
+1%
|
|
|
48
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
US$1979萬
|
-US$740萬
|
-134,771
|
-27%
|
|
|
49
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$1965萬
|
+US$183萬
|
+33,426
|
+10%
|
|
|
50
|
Wealthfront Advisers
Palo Alto,
California
|
US$1924萬
|
-US$643萬
|
-117,134
|
-25%
|
|
